We contacted Gary Nettleingham at Catalpa to get some pension advice relating to our various company and personal pensions. We found Gary to be really helpful and he took the time to really understand our needs. He has given us some great advice which we are very grateful for. Gary is approachable and friendly and we would definitely recommend Gary to anyone.
“I have no hesitation in recommending the services of Catalpa. They are a professional, knowledgeable and friendly company to deal with. I always get good advice with no pressure which gives me confidence.”
“I am happy to recommend Catalpa, I always find the service professional also friendly and personalised.”
“I am long experienced in the demands of compliance and some of the tactics that product providers use to avoid or delay paying out on policies but even I was astonished at the tortuous process that my provider sought to put me through in transferring a pension to a SIPP. This would have caused considerable distress to some people and the handling this matter demanded the highest degree of professionalism, vigilance and tenacity.
The product provider tried every trick in the book to avoid and then delay paying out and it was only the sustained persistence from Gary and his team over a period of months that ensured a successful outcome for me and my family.”