Testimonials

‘I wish Alan all the best with his next generation Wealth Management business. Mayfair Wealth has the feel of an old head on young shoulders and I am sure his new advisory firm will capture lots of high quality business as a result of the new pension changes. It seems like a case of right place and right time for Mayfair Wealth’

Paul Bird

Group Pensions Director
News UK

 

FusionExperience is headquartered in The City of London. We are a business and data solutions provider with roots and deep domain expertise in Financial Services.

We employ intelligent and discerning individuals and we wanted to offer our employees an innovative and cutting edge pension scheme.

After a rigorous selection process we chose to partner with Mayfair Wealth and work with Alan Wilson

The Group SIPP provided by Mayfair Wealth stood out head and shoulders above their competitors. Our scheme has been implemented efficiently and our employees have been engaged and motivated throughout.

We have received excellent staff feedback and our employees especially like the single sign on Wealth Portal that has been attached to our Group SIPP.

Steve Edkins – CEO of Fusion Experience

 

Anomaly 42 (A42) is a next-generation Data-as-a-Service provider and is rapidly gaining a global reputation.

We wanted to set up an innovative and creative group pension plan that would allow our employees to take advantage of the new pension freedom legislation from April 2015.

We have recently selected Alan Wilson of Mayfair Wealth to carry out market analysis for us and Mayfair Wealth has implemented a Group SIPP for A42.

A42 did not put this scheme out to tender as the Directors have partnered with Alan for over 20 years and we are well aware of his good work at companies such as State Street, DST Global Solutions, IFDS, Charles River, Amundi etc.

A42 is delighted with our Group SIPP and we would recommend the experience and services offered by Mayfair Wealth

Laurence Shaw – CEO of A42

 

I am well aware of the flexibility and opportunities that will arise from the new pension legislation in 2015.

However, I was also mindful that my legacy pensions do not have any in-built drawdown options and I have not carried out a risk profile analysis for many years.

I was also frustrated that my various plans/investments were fragmented and I wanted to have a single sign on facility to see my wealth in one place

I was referred to Alan Wilson of Mayfair Wealth and asked Alan to review my affairs.

He carried out a comprehensive fact find, analysed my approach to risk and produced a detailed report, he then presented a range of solutions to me.

I feel I now have a bespoke SIPP that I now regard as my master pension plan. I have invested in a Discretionary Fund Management (DFM) Portfolio where the underlying risk has been aligned to my own profile.

My SIPP has been assigned to my own Private Client Portal and I have included my other investments too.

I now have daily visibility of my wealth with a single sign on facility.

I am very happy with my new generation SIPP and I would recommend the advice of Mayfair Wealth Management

Alan is always available to answer any questions that I have about my investments

 

Freddie McMahon

Director of Strategy and Innovation at Anomaly 42