Cormac O’Sullivan
Client Overview
Financial planning and pension planning are intimidating undertakings, considering the bewildering choice of options available on the market. Professional advice and guidance are essential. This is where Unio have played a very valuable role for my wife and myself.
From the outset of our engagement, it was clear that this was more than just about providing a pension pot and/or selling a product. Unio were interested in developing a long-term relationship; recognizing that our financial needs are likely change over time.
Padhraic Kelly and his team took the time to form a holistic view of our needs and explained the various options and implications (e.g. inheritance tax and lifestyle changes) in straightforward language. We have found them to very accessible and responsive to any of our queries, which included valuable support in navigating the documentation required to establish our pension plan.
Whilst it is early days on our pension journey, the experience of dealing with Invesco has been very positive and bodes well for the future.