Private Client Consultancy Avaliações 120

I would like to comment on here about my experience with PCC. Andrew has alway been very attentive and efficient making my QROPS transfer a painless as possible. Keeping me upto date with the latest updates from the pension companies untill the transfer was complete and he continues to keep me apprised even now. There are also Zoom meetings for other offerings from the company.

Kevin Birtles has always from day one been a professional and reliable advisor, he understands my financial needs and always explains the topic in words that I understand, this is key to building trustworthy and loyal relationships.

Karen Blair has been excellent throughout the process. Some of my pension companies have been very difficult, and obstructive in some cases. But Karen never gives up and has guided me through the whole process which can be quite daunting if you have no experience in this area.

Peter Smith has been a very helpful, knowledgable and constructive advisor, and I thoughly recommend his services.

Dennis Taylor
Madrid

Pete Smith is a very helpful, approachable and patient advisor.

I commend him STRONGLY!

Karen ,is so helpful and finding out information about ,money i had paid in two Pension plans with different employers ,Karen is still working on it, and is very knowledgeable on this matter ,looking forward when this is resolved ,to put a plan in action
A very happy client Brendan

John Alden is one of the best financial advisors I ever met. He is very professional with the patience to explain everything by phone and then follow-up by email. John does not only look at the good for PCC Wealth but my financial wealth. I recommend John in a heartbeat without any hesitation. A true, and first class professional.

Karen Blair along with her professional and friendly team provide an excellent financial service. Every step was fully explained by emails and back up phone calls. They have a solution for any problem and have helped me enormously. Thanks to you all, I shall definitely be recommending your service to all my friends

Karen Blair has been instrumental in ensuring my UK pension plan would be transferred to PCC Wealth and took time to explain the different options to me moving forward, ensuring I will have more to live on as a pensioner than if I had left it in the UK.

I am in good hands.

The rep I dealt with Karen Blair
Helped me track down my pension with tesco
It took a while as tesco where not helpful but Karen stayed the course and got to the end result

March 2021 In recent weeks I have been working with Karen and I could not be more POSITIVE regarding all Communications, Advice and comprehensive knowledge that Karen has shared witrh me to date. Keep up the excellent work.

I have used a number of financial advisors, and have been disappointed with most of them. However, since my portfolio has been taken over by Owen Murphy, I have been more than happy with the service provided, and would recommend him to anyone needing financial advice.

Peter is giving me good advice and managing the funds to be able to have good results, the truth is that he is taking good control of the situation despite the difficulties of the pandemic situation.

Always reachable for answer my questions and flexible to adapt to my visions. They are not afraid to help clients to add solutions to their portfolio, which need external help and referral to other financial experts

@Andy Murphy was extremely helpful, professional and cooperative. Spared no effort. Owe you a pint, mate!

A very positive opinion of the work done upfront by Kevin and also the back room staff

Peter is a very pro-active and thorough advisor, always seeking to serve his clients in the best possible way. Highly recommendable!

I had a few meetings with Peter as I was trying to find what was going on with my UK and US pensions which on my own was difficult. Peter managed to already get more information than me. He sets regular meetings and has my interests at heart. We have just started the process but I feel that he will manage sort things out on my behalf.

This is first time dealing with a consultancy company. Amber and Karen have been very helpful, informative, friendly and professional. Thank you.

After dealing Kevin, left feeling that I was in good hands, and he will look after my financial interests competently utilising his knowledge of the Spanish and UK tax systems…