Simon Peter Testimonial
My name is Simon Peter and I live in Beckenham, Greater London. I am a partner in a private dental practice in Tunbridge.
I heard about Rutherford Wilkinson through Graeme Urwin who I have known for 20 years. I have had a few financial advisers in the past after leaving dental school and I really wasn’t happy with the service and I remembered meeting Graeme at dental school so I thought I would try and contact him again.
Everything seems to be set out very clearly and I am not pushed into policies that I feel I don’t need. Everything is explained very clearly and it is on a very sort of friendly basis we work together. The main benefit was having all my finances clearly structured and I have now got a will, I’ve got life policies that reflect my needs, I have now got some savings via ISAs, I’ve got a pension structure that I can visibly see how it’s doing via Transact.
I would definatly refer Graeme Urwin at Rutherford Wilkinson to other Dentists and Doctors. If any prospective client was unsure about Rutherford Wilkinson I would just let them have a look at what they’ve done for me and I am very happy with it.
