Customer Testimonials - Successful UK Pension Transfers

“I contracted Gerald Gates to transfer my pension from the UK to New Zealand. This was successfully completed and I am now writing to acknowledge the excellent job Gerald did. This particular transfer was somewhat long winded and Gerald’s level of service through constant pressure on the UK pension companies to perform, record keeping and to keeping me informed was exemplary. I thoroughly recommend Gerald and Pension Transfers Direct (NZ) Ltd to anyone undertaking the same exercise.”
Darryl Bain

“Thank you kindly Gerald – you have made the entire process seem so stress free!”
Wonita McDougall

“Gerald has assisted several of our clients with transfers of their pensions from Britain. The transfers have always been managed with a minimum of hassle for our clients and any projects or expectations have always been accurate.
Gerald has shown our clients options which have increased flexibility, and have added value for their situations. We would be completely confident that Gerald would always act in the best interests of any of our clients.”
Michael Taylor, Strategic Financial Planning

“I have personally known Gerald for over two years in his various capacities as an adviser on UK pension transfers, financial adviser and, for the last year, as a client of this firm. Gerald has demonstrated a high level of ethics, professionalism and technical ability and I would have no hesitation in attesting to his suitability for dealing with any UK pension transfers. I myself find him very affable, amenable and proficient and I have the highest regard for him.”
Chris Heffernan