About us

Our proposition

“Everyone should have a financial plan that gives them a financial future with no worries and no regrets”

We believe in...

  • Education before advice

  • A professional process delivered on a “plan, do and review” basis

  • Investment Principles based on evidence-based investing

  • Fixed Fees

  • Providing you with a simple, robust plan with no worries or regrets for your financial future

Our qualifications

Our team includes individuals who have a diverse range of educational experience, such as Chartered qualifications, a University Masters degree, a Certified Financial planner and 100’s of hours of continuous professional development (CPD), which is independently assessed each year.

Education is in our DNA. Expert Pensions Advice was born from Expert Pensions – one of the UK’s leading providers of educational and professional development for Independent Financial Advisers. 

Learning and development is part of our life and an essential part of our belief.


Between us we have over 125 years of planning, doing and reviewing. We’ve been in this business for a long time: we’ve learnt who we are and what we believe. We want to share that with you.