“Know Your Options really helped me understand my pension options. I have moved from a position where I wasn’t sure of what my pension situation was, to where I have confidence I am getting the very best value from my pension savings” JH – Midlands
“Before I was visited by Know Your Options, I was pretty naïve, in terms of financial matters, and the options open to me. Know Your Options, having taken the time to understand my position and what I was wanting to achieve, made me aware of simple things I could do which have considerably improved my position. I now have control of my own pension planning, and feel far more optimistic about my pension income when I retire. I would recommend that everybody at least consider meeting with a Know Your
“Know Your Options have helped me understand and plan for both my Tax and Retirement, from a starting point where I knew very little. I can relax now in the knowledge that I have finally organised my finances, and put in place LPAs and Trusts to ensure I leave things where I would want to. I would highly recommend KYO.” DS – North West
“After deciding that it was about time I did something about my pension which didn’t seem to be performing well and certainly didn’t look like it was going to fund my retirement as I had hoped it would, I decided to go with Know Your Options to review my pension and see what options were available to me, if any. I was amazed at the opportunity that was shown to me that would significantly increase my pension pot compared to how it had been performing. I knew barely anything about
“Before we met our Know Your Options Consultant we had so many different advisors and although all professional in their own field, we never felt that all our planning/financial affairs were as they should be. To have someone take an overview of both our business and financial requirements and introduce us to other specialists who work with them, has resulted in a strategy that protected our estate from threats, given us an exit strategy from the business and solved areas that had not been looked at before such as Wills
“In my experience Know Your Options have given first class support, not only to understand how poorly my FSAVC pension was performing but on how to research my SIPP options and the relevant pension regulations surrounding SIPPs, which can make transferring between pensions very challenging as the paperwork in itself is a mine field. I believe that when my SIPP pension is finalised it will optimise my provisions for my retirement by growing my pension from 2% per annum to nearer 10% per annum. Know Your Options is well versed
“The best decision we ever made was to have a co-ordinated approach by one company – to have our personal and business financial affairs looked at by one person with no conflict of interest and to have that company refer us to different professionals where relevant, has resulted in us having peace of mind that all our concerns are now a thing of the past. We have one point of contact who ensures that any ongoing issues are dealt with in a timely and professional manner and we would happily
