The initial discussion with Gemma was very helpful and informative and provided a baseline on information to allow us to decide what further information we wanted to receive.

We opted for four reports covering potential retirement at various ages and depending on various employment options. The reports were produced quickly and during a further Zoom meeting, Gemma took us through the details and a high-level summary and explained in simple terms some of the more complex issues.

Having taken some time to consider the reports in detail, a number of figures were queried, and an explanation was returned quickly and efficiently with an offer of an opportunity to discuss anything we did not understand. This was not necessary due to the clear and comprehensive explanations given. We would have no hesitation in recommending this service.