Diligent Wealth Management - Diligent Wealth Management Frankton Road
5/5
★
based on 1 reviews
Contact Diligent Wealth Management
| Address : | Diligent Wealth Management Frankton Road, Queenstown 9300, New Zealand |
| Phone : | 📞 + |
| Postal code : | 9300 |
| Website : | https://www.diligentwealth.co.nz/ |
| Categories : |
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CHARTER SQUARE - Cambel on Google
★ ★ ★ ★ ★ I first contacted Cambel towards the end of May to discuss options regarding my Uk pension, my first thoughts following the initial conversation was that Cambel was very knowledgeable of the UK pension transfer process and he articulated the lengthy transfer process into logical steps which reinforced my confidence in him.
Cambel worked through my several questions so diligently and on several occasions would follow up emails with phone calls to ensure I had the correct understanding. At no point in the process did I feel pressurised into making a decision.
In July I decided to move forward and Cambel guided me through the process, last week the funds arrived, Charter Square work together with Diligent Wealth (Mark Baker, Financial Advisor) who then helped me to determine the appropriate QROPS for my funds.
My lessons learned from the process is be very careful of those that cold call you, I was contacted several times from companies both here in NZ and overseas regarding my UK pension, it’s extremely important to know that the company taking you through the transfer process is reputable and has your best interests in mind, I am therefore very happy to recommend Cambel, the team at Charter Square and Mark and his team at Diligent Wealth, CD (posted at the request of the client)
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