They’ve helped us build a position where we know our family will be okay.
Phil and Susan
When we retired, we needed help managing everything; now we can just get on with life.
Susan
Hello, I’m Susan. This is my husband, Phil. We’ve been with Qi since 2013, and our contact there is Debbie Holloway.
Phil
Well, I wanted advice because I was going to retire within the next three to four months and wanted some financial advice to deal with the pot that I had.
Susan
My first few interactions with Qi were very good, very positive, and I felt very comfortable with the advice that they were giving me. There were positive outcomes as to my savings and investment mindset, which I found very helpful going forward.
Susan
Phil retired in 2014, and I followed sooner than I expected, because I was made redundant in 2014. Qi was very helpful in advising me where to put the pot of money I got as a redundancy payment, and at the same time, they advised me about taking out a pension from a previous employment, which I was old enough and able to take. I’ve been very pleased with the performance of both of those investments; they’ve enabled us to have a couple of nice holidays, and they’ve also enabled us to help Phil’s grandchildren.
Phil
Working with Debbie Holloway has been a great experience. She’s knowledgeable, not pushy, and is almost like a member of the family when she talks to us. I’ve got a lot of time for her, I’m very comfortable with her.
Susan
One of the best things about working with Qi and with Debbie is knowing that my funds are being looked after. I am not a financial expert – I am able to check my funds online, but I’m not somebody who does that every day of the week, and it’s nice to know that there is somebody who is looking after me, even if I’m not proactive enough to do so myself, because they’re the experts. I’m not the expert.
Phil
Working with Debbie has given me confidence to be the person I am. If you don’t make the right choices, you can have a shadow hanging over you as to whether you’re doing the right thing. Working with Debbie is always a pleasant experience and you can talk to her about any worries you may have. Things change, health issues change, and I found Debbie to be very sympathetic and supportive.
Susan
I would absolutely have no hesitation in recommending them. They’ve made retirement planning and money during retirement worry-free and problem-free for me. Anybody who doesn’t use them really should.
Hear from our other clients
I knew the theory, but needed help putting a proper structure around my own finances.
They’ve helped us build a position where we know our family will be okay.
I knew the theory, but needed help putting a proper structure around my own finances.
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