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Testimonial – Daryoush Leicy

May 31, 2023 | Testimonial

Carl has advised me on my UK pension KBR Halliburton Final Salary pension. He explained the pros and cons of looking at a transfer and advised me that it was in my best interest to leave the pension where it is within the defined benefit plan. Carl spent many hours assessing my situation and his honest advice was much appreciated. I would recommend Carl to anyone who would like unbiased advice with the client’s best interest at heart.

Daryoush Leicy
Process Safety at Shell