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Testimonial – James Allen

May 31, 2023 | Testimonial

Carl was great to work with. He managed to take the complex setup of my UK pensions and expat status and explain my options in simple terms. Despite there being no upside for Carl in the outcome of his analysis he took the time to also give advice for the future and also what to consider for my 401Ks.

I was very impressed with Carl’s communication, knowledge and approach that I have recommended him to several colleagues.

James Allen
Director, BPO Technical Services