Carl

Carl and his wife first heard from TNS when Leon got in touch about an old pension his wife didn't know she had. The timing was right. They had inheritances coming through and wanted to understand what Leon could offer beyond that first conversation.

What made the difference was Leon's approach. He wasn't pushy, he was relaxed and he left the decisions with them. Since then he has helped with their financial planning, pension arrangements and investments, and they are now looking at earlier retirement and drawing some money to enjoy life.

Leon visits once a year for a full review, they can see their portfolio online whenever they want, and the most valuable advice so far has been on how and where to invest tax efficiently. Carl has since introduced family members to Leon, who are now clients too.