Meet the team

After a long search for a pension advisor who could actively and professionally manage our company pension scheme, I contacted Straight Talk Financial Planning in February 2013. From the outset, I found David and his team to be extremely professional and competent in all they do, and their knowledge, expertise and communication throughout the last 5 and a half years has been excellent.
Garrick Gregory, CEO, 2CL Communications Ltd
I have found the service and advice given by Straight Talk have always been given and explained in a thorough and efficient manner. David is always able to accommodate any calls and meetings in a fast and at times taking in an evening appointment to discuss any queries and advise necessary. I consider the approximate eight years of having Straight Talk taking care of my pension as time well spent.
Mike Nicholas
Having a number of pensions and not a clue what was the best step going forward, I handed all the paperwork over to David & the team to sort out. Both were professional, friendly and I was kept informed every step of the way. Caroline handled mine and my husbands Will writing from start to finish, she made sure that we both understood the whole process and all the jargon that comes with it. Working with David, Caroline & the team has been a pleasure – I would not hesitate to recommend them and I look forward to being a long standing client going forward.
Kate Browning, Honeypot Children's Charity
Until meeting David and Straight Talk Financial Planning I’d had a very mixed experience concerning IFAs, including one quite disastrous one. David’s approach was completely different, not only taking the time and effort to explain the process, but demonstratively actively monitoring the progress of my pension funds and reporting back on a quarterly basis; I greatly appreciate this attention to detail. David’s finger-on-the-pulse has kept my pension growing above the benchmark and there is nowhere else I would want my pension funds to be.
Simon Chadwick, Ceratopia
I wanted to thank you for providing me personally with a very thorough and in-depth pension review.

You took considerable time during our meeting to be able to demonstrate how my pension investments would perform based on the risk profile that you had identified me as holding.

The outcome of the meeting was that I felt entirely confident in your knowledge and professionalism in handling my personal investments and transferred the funds entirely for Straight Talk to manage on my behalf.
Deborah Witcomb, Managing Director, HR Pro Consulting Ltd

Blog & Advice Centres
Have you figured out what to give up when you retire?

Monday Musings - Have you figured out what to give up when you retire? Research shows that to “enjoy” a pretty basic standard of living when you retire you would.
Read more
Blog & Advice Centres
Unexpected outcomes

Unexpected Outcomes - Monday Musings 07/06/2021 Couple of interesting items this week, one here in the UK and one in the USA. Although they are two different stories, they have.
Read more
Blog & Advice Centres
Don’t rely on the Regulators

Don’t rely on the Regulators - Monday Musings 31/05/2021 Don’t rely on the Regulators Having just had a week off playing with my “Big Green Egg” I have tried not.
Read more
Blog & Advice Centres
Events Dear Boy

Events Dear Boy - Monday Musings 17/05/2021 When Harold Macmillan was asked what the biggest problem politicians faced, he allegedly said “events dear boy events”. I used this quote some.
Read more

Have you figured out what to give up when you retire?

Unexpected outcomes

Don’t rely on the Regulators

Events Dear Boy