CASE STUDY - DSA Design Ltd
DSA is an award winning solutions led, creative agency that provides a very high level of service to their clients and have correspondingly high standards for any services they require themselves. They also pride themselves on being a caring employer. We are contactable via our website, www.dsadesign.co.uk
Through a recommendation via the companys accountant, Paul first planned and structured the company’s Managing Director’s (David Sargent) pension and investment portfolios.
Based on Paul’s impeccable knowledge, professionalism and advice, David was keen to extend Paul’s services to the staff in providing a Company pension plan for their employees.
DSA Design has been working with Paul and Jeff since 2008; they are both extremely personable, always available and on hand to provide excellent sound financial advice. They both have the ability to clearly explain quite difficult technical financial topics in an easy to understand format and provide the assurance that your investments and pensions are effectively and efficiently managed.
We would have no hesitation in recommending Paul and Jeff; they are both a pleasure to work with.