We work with thousands of Private Clients, Trustees, Medical Professionals and Businesses including:

This is what some of our clients have had to say about us:

Biochrom Ltd

We appointed Rutherford Wilkinson in April 2010 following a tendering process for the provision of our Group Personal Pension Scheme, Group Life Assurance and Group PHI Benefits. We chose them because they give 1:1 advice to our staff on pension matters, make quarterly site visits to see staff face-to-face and also offer a comprehensive administrative service. On top of this they came in with the most competitive rates for all three schemes and helped us introduce salary sacrifice for the Group Personal Pension.

As a result of their efforts we have seen a 40% increase in the number of staff taking up membership of our pension scheme. The level of service has been excellent; we get prompt replies to phone calls and e-mails and the personal attention from Ian and Trevor to our account with them sets them apart from other advisers.

Amanda Moss, Group HR Director, Biochrom Ltd

ScS

Just a quick email to express our thoughts on how you and your team handled the implementation of the pension scheme switch.

Firstly, change is always a big issue and none so more than changes with pensions. We (the management team) were all concerned about how this would be received.

However, our concerns and doubts soon evaporated as our HR Manager followed your team around the country on our road show, watching them communicate and engage with our staff in a very professional but approachable manner.

This, followed up by your personal engagement with the Senior Management Team, has been very well received.

The outcome, is as we know, a very happy and newly informed workforce, with a new understanding of their pension scheme and a feeling that someone is there to assist when necessary.

Thanks for a job well done.

Marie Matheston, HR Director, ScS

Chemson Ltd

Your style of project management and ability to focus on the key issues rather than those which aren’t relevant has been invaluable to this process. Having discussed our experience with our professional advisers and employer’s who are in a similar position to us, we believe that your input means that we are currently two years ahead of where we would have been had you not been involved.

Norman Heaviside, Chemson Ltd

I have found my experience of Rutherford Wilkinson to be excellent. In their dealings with me the directors and staff have combined impressive technical knowledge with a helpful attitude. I have been happy to accept their advice and they have always been efficient in implementing the resulting action.

Sir Neville Trotter, FCA FRAeS FCIT JP DL

The main benefit of working with Rutherford Wilkinson was it made me rationalise my retirement planning and identified more clearly when I would be able to afford to retire. Initially I thought I would have to take my pension early in order to retire but it became clear I could retire early but use my savings to fund this. Now I’ve got all my investments in one vehicle making it easier to monitor and therefore easier to plan for future retirement.

Dr Peter English, Hedon, North Yorkshire