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To me the most important factor of my pension fund management is trust. I have always trusted the advice and been appreciative of the support that I have received. Blue skies moving towards a golden sunset.Sir R N, OBE. DL

Testimonials from our clients

We focus on building a long-term relationship with our clients and close relationships are forged in the process of providing them with financial planning and wealth management services. You can find out what our clients think about us and our services from some of the feedback we have received.

Pension and retirement planning services

I have always trusted the advice and been appreciative of the support…

“As a complete novice to the world of IFAs and pension advice I met advisor Martin Stead from RCL Consultancy with some trepidation.

“Martin was recommended to me by a friend and I have to say I was pleasantly surprised. He was down to earth, helpful (but not patronising) and gave me some excellent no nonsense advice on planning for my future for which I am extremely grateful. If you are in quandary about planning for the future I would not hesitate to recommend Martin and RCL Consultancy.”

Sara Morley

I would not hesitate to recommend RCL Consultancy…

“In the early years I had several pension fund advisers and managers – some of them quite big names. I was never happy that I was getting good advice or good management, in fact, I was suspicious of worse! Dark stormy clouds with flashes of lightning!

“A close friend recommended Neil Merryweather and I transferred my pension affairs to him some fifteen years ago. To me the most important factor of my pension fund management is trust. I have always trusted the advice and been appreciative of the support that I have received from Neil. Blue skies moving towards a golden sunset. Mr. Merryweather indeed!”

Sir R N, OBE. DL

You were really helpful and proactive…

“I wanted to thank you very much indeed for the work you did on transferring my pension assets. You were really helpful and proactive and gave us terrific service.”

L M, Managing Director

They are very pro-active and keep me well informed on any developments affecting my pension. RCL Consultancy is not a faceless organisation! Anyone looking for pension and financial advice need look no further.

“I’ve dealt with RCL Consultancy for more years than I can remember. Back when they were known as James Hay they were the independent trustee and advisor to my company’s executive pension scheme. Now closed, following my retirement, Rowanmoor now look after my very healthy personal pension – a SIPP.”

“But the great thing about them is they provide a really personal service. I know my contact, Neil Merryweather, and the members of his excellent team are just an email or telephone call away if necessary.”

“They are very pro-active and keep me well informed on any developments affecting my pension. RCL Consultancy is not a faceless organisation! Anyone looking for pension and financial advice need look no further.”

B Dedman

Personal financial planning and investment advisory services

The advice we have been given over the years has been sound advice and they have steered us through some tough financial times…

“We have had RCL Consultancy as our financial adviser for over ten years and in particular Gary Watson, I first met Gary when I was Managing Director of an electrical company and was about to retire with a large sum from the sale of my shares, he came to my office and we had a general chat on what my options were at retirement and there were several that we discussed at length.

“I thought about what Gary had said and the way that there was no pressure at all to go with them but also I was taken by their honesty and the way they kept to the facts and did not try to hide any unknowns.

“We have now been a client of theirs for over ten years and I can honestly say that my relationship with Gary is much more than client and financial adviser we have become good friends and could consider him as part of the family.

“The advice we have been given over the years has been sound advice and they have steered us through some tough financial times, they have kept ahead of what ever financial disasters that has befell the country and kept our money safe and in the good times have invested our money wisely to make a profit, their back up staff is excellent and the quarterly statements are clear and easy to understand.

“We as a couple would have no hesitation in recommending RCL Consultancy as a competent and stable financial adviser.”

V C, Hatch End

…the ability to explain things in plain English, an understanding of expectations and lifestyle and, most importantly, trust…

“For me the most important things about a financial advisor are, the ability to explain things in plain English, an understanding of expectations and lifestyle and, most importantly, trust.

“I’ve known Neil for almost two decades and he and his team have always delivered on all three counts and given good sound advice.”

M C, London

It is testament to their expertise that I was able to retire at 53…

“I have been a client of RCL Consultancy (and previously James Hay Investment Services Limited) since 1990 and have relied on them exclusively for my pension and investment requirements.”

“It is testament to their expertise that I was able to retire at 53; twelve years on, our relationship is as strong as ever, and my SIPP is in fine shape, despite the ups and downs of the world economy.”

P B, client since 1990

Personal financial planning

I found their service to be of the highest calibre. …

“I have used RCL Consultancy for many years for financial planning advice and have found their service to be of the highest calibre. My Consultancy Manager has always shown a genuine understanding of my current needs and future desires.”

T F, Kent.

Corporate financial and employee benefits planning

I have found them to be extremely professional and unbiased in all their dealings…Trust, integrity and friendship developed over many years is the blood running through the veins of RCL Consultancy. …

“As a company we have been with RCL Consultancy in all its various forms for over 20 years and have found them to be extremely professional and unbiased in all their dealings and they have shepherded our company fund as well as the Directors’ personal funds with great care given all the vagaries of the markets and pension funds in recent years. Trust, integrity and friendship developed over many years is the blood running through the veins of RCL Consultancy. We would recommend them unreservedly.”

D L, corporate client

You have been a great support to us all in the scheme…

“You have been a great support to us all in the scheme and I’d like to thank you for all your help and wish you all the very best in your ‘managerial’ role.”

J H, H R Administrator of corporate client

You have some talented people…

“It was great to meet the team on Wednesday. You have some talented people and everyone I spoke to seems incredibly happy at RCL Consultancy and optimistic about the future. As I tour the country, I can promise you that I rarely see this in other businesses.”

R B, business partner

Support and service from Administration teams

You have been of great assistance to me…

“Thank you for the update. You have been of great assistance to me over the past few months. ”
T C, corporate client

“Just to say a big thank you for your help in getting my settlement through so promptly. Our contact for pension fund pulled out all the stops, so that my pension settlement would be in place before Christmas, many thanks.”

B W

If you would like to know more about our services or how we can help you, please contact us, email us or send your questions via our enquiry box on the right hand side.

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