CONTENT HUB

YOUR SAY REVIEWS

“Good auditors.”

“Very easy to work with, communication on how far along the process we are could be improved slightly but I’m being picky.”

“Happy with process and staff. We try to address each area that was highlighted in the previous audit, year on year, but there always seems to be something additional. Obviously this is what audit is for given changing regulations, but it sometimes seems like the goalposts move.”

“Very smooth 23/24 audit, picked up the key issues.”

“The audit felt more protracted this year (lots more email flying around) but not the end of the world. “

“Audit process went well as can be. Only part that I felt slightly disappointed on was when the representative joined the Trustee meeting to report on progress / queries, they didn’t appear prepared. I understand this person is no longer at Cooper Parry so don’t expect this to be on ongoing problem.”

“You have made it your business to fully understand the Pension Plan whilst developing a great relationship with the Trustees, the Plan Secretary and the Plan Administration Finance team. The Trustees enjoy working with you and have complete confidence in your professional, pragmatic and friendly approach to the service provided.”

“On time and complete.”

“Too slow and too many involved in the auditing.”

“Always appear available and give excellent advice!”

“Your service is good / great. What I would like is greater challenge to our strategy and thought process as it is too easy to get into a rut, i.e. have you thought of doing this or that for tax benefit / efficient use of capital.”

“Experienced but friendly team, always a pleasure working with them.”

“Pleased with service provided by the team, fees are starting to become a little high for the size of some of my clients.”

“An audit plan produced at the start of the process with clear deadlines would have helped me with the managing the process and keeping the Trustee updated together with at least 1 interim call to discuss progress. “

“All of the team I have dealt with are so professional and friendly, and also very responsive to any queries.”

“The reason you are not 5 star is merely because you don’t have a true international network. Otherwise an excellent service.”