MJ Mad Dog

Category: Financial Advice

financial advice

  • Week 20 –July 13th 2020 – Week 17 of lockdown

    My pension pot was now with Brewin Dolphin. It was now all go and prey that the markets cope well during these very strange times.

  • Week 19 –July 6th 2020 – Week 16 of lockdown

    This week I had a Zoom meeting with Nikki and my market advisor (Graeme) from Brewin Dolphin. These would be the people monitoring my portfolio making sure my investment was doing the best it could, especially during these pandemic times, I knew this wasn’t going to be easy.

    As explained, it’s the long journey, as it will be a roller-coaster ride and no one really knows what is going to happen in these very unusual times!!

  • Week 14 –June 1st 2020 – Week 11 of lockdown

    Going into the unknown this week.

    Had a Zoom meeting with Nikki going over how my pension would be handled by Brewin Dolphin and AJ Bell for my SIPP.

    It was now or never with trusting Nikki and not seeing him on that Jet Ski!!

  • Week 12 – May 18th 2020 – Week 9 of lockdown

    22nd May, was a HUGE DAY, for me and Claire, we received a letter to confirm that I had been able to pay our mortgage off, the house we purchased back in August 1993 was ours, YIPPEE, huge pressure taken of us both!!

  • Week 10 – May 4th 2020 – Week 7 of lockdown

    This was a tough week for me, had I made the right decision regarding Nikki?

    I was moving my three private pensions into one.

    I couldn’t have done anymore background checks on Nikki or his company then I had.

    Trust is a MAJOR thing for me, you so have to earn it, even more so when you’re talking about MONEY and mine and Claire FUTURE!!

  • Week 8 – April 20th 2020 – Week 5 of lockdown

    People that know me, know that often I don’t follow the process or the rules, this is one of them. I had a meeting with the Government free Pensions wise service. You should really have it before you deal with a financial advisor.

    I would recommend having the call and in my case it just backed up everything I had found out. From memory that are 6 ways you can handle your pension pots.

    All I can recommend is, the earlier you start saving the better your future will be. 🙂

  • Week 7 – April 13th 2020 – Week 4 of lockdown

    So after chatting with Claire and receiving documentation form Nikki, I decided to put my trust and future with Nikki and go for retirement!!

    Thank you Claire xx

  • Week 5 – March 30th 2020 – Week 2 of lockdown

    2nd April, was a day that was going to start a change in my life. Due to our friend Covid19, I had a Zoom meeting with a financial adviser Nikki Rowell (Foster Denovo – has given me permission to use) Please note this was a free meeting.

    I had a simple question, could I retire?

    After an hour meeting, Nikki initial reaction was YES.

    From the information that I provided, he would produce a document for me to review and take it from there.

    If you need a finanical advisor and I would fully recommend it, I can introduce you to Nikki, the same as me, your first meeting would be free and you decide if you want to work with Nikki or not.

    Nikki does know, as this was very hard for me to do, trust someone with my future and finance. Just as I was looking into Nikki and his company (trust me I did, I even rang the FCA as I wasn’t happy with something I read on the FCA website about Foster Denovo, but they explained it – all good, even though I don’t watch much television, I kept seeing an advert for pension scamming and the scammer on a jet ski bike and two elderly people broke.

    This was worrying Claire too.

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