Achieving your dream retirement
We start with your plan: do you have a plan? Does your plan reflect the retirement you dream about? And is now is the time to make it happen?
We’ll make you aware of all the options available to you and we’ll start with some help to put you in an informed position: we’ll start with some educational videos to help you understand a bit more about some of the choices.
Then an initial investigation through our abridged advice service that can help you to understand the options you have before going on to a full investigation of your plans.
We operate to the ‘Gold Standard‘ for pension transfers: You can be confident that you are dealing with a professional firm that has your best interests at heart and operates within a clearly defined set of principles – supported by the gold standard and our regulator the FCA.
Our advice process
(Click here step to learn more)
Our team of experts have been working in Pensions on a daily basis since 1975. It is our core business: we are pensions people.
It costs you nothing to have an initial conversation or access our educational video series: We work exclusively online, using secure HD video conferencing.
All meetings are recorded and saved for your protection and ours. If you have any questions or concerns please get in touch with one of the team at firstname.lastname@example.org or call us for more information.
Get in touch?
We work exclusively online. All our meetings are conducted on online, recorded and saved for your protection and ours.
If you have any questions, please get in touch with a member of our team.