Jargon free.

January 29, 2020
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Jargon free.

My husband and I recently engaged the services of Jim Bodycote, KGJ’s
financial advisor.

As we requested, Jim undertook a full review of our pre-existing personal
pensions.  Having chatted about our future plans for our pension pots and
carried out assesments to determine our acceptable level of investement risk,
Jim went on to make sound recommednations for our pension plans going forward.

We found Jim to be professional, knowlegeable in his field of expertise,
friendly and very importanly, information was relayed to us jargon free. Follow
up service has also been excellent.

I would certainly  recommend Jims services to others.