Work with us
Do you have clients who need occupational final salary pension advice?
Do you have clients with final salary or safeguarded pension schemes?
Do they need advice on whether to retain these schemes or transfer to an alternative?
Do you need a partner with the competent, secure advice process, the full PI cover and continuing permissions from FCA?
We work with regulated financial advisers, accountants, solicitors and other professional introducers to ensure the right outcome for your client. We are expert pension transfer specialists and we work on your behalf to establish the best value for your clients, at the best time for them and in the best shape possible.
We are focused on helping your clients achieve the retirement they have dreamt about – and they will do it with your continuing help.
We will pass them back to you, once we have given them the appropriate specialist, unfettered, unbiased and best independent advice.
Whatever the type of pension, if it’s a pension then we can help. We provide advice on Defined Benefit Pension Transfer Specialist Advice as well as any other type of pension. We are pension people and we can work with you.
Downloads
Our advice process
(Click each step to learn more)
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.
