What Happens

Our Mission Statement

Our aim is to provide our clients with the highest quality information in order that they are in a positions to make the pension choices that will work best for them.

LOA

You Provide us your LOA, allowing us to conduct research into your current pension.

LOA

You Provide us your LOA, allowing us to conduct research into your current pension.

LOA Reviewed

Your specialist financial adviser will assess your pension. Focusing on whether its performing well or at its fullest potential, if it meets your attitudes to risks and demands portfolio and to clarify their aren’t lost or frozen pensions.

LOA Reviewed

Your specialist financial adviser will assess your pension. Focusing on whether its performing well or at its fullest potential, if it meets your attitudes to risks and demands portfolio and to clarify their aren’t lost or frozen pensions.

First Appointment

Meeting with your adviser, they will discuss all the relevant and important details relating to your personal finance and your portfolio. They will also discuss the next steps into how to improve your portfolio.

First Appointment

Meeting with your adviser, they will discuss all the relevant and important details relating to your personal finance and your portfolio. They will also discuss the next steps into how to improve your portfolio.

Peace Of Mind

Once your portfolio is transferred and on track, you can relax knowing your portfolio is approaching as appropriate.

Peace Of Mind

Once your portfolio is transferred and on track, you can relax knowing your portfolio is approaching as appropriate.

Sign the Letter of Authority

If you need assistance - just ask!

Our Consultants are available to assist you in finalising the booking process from Monday – Thursday 9:00 – 20:00, Friday 9:00 – 16:00

T: 0800 234 3663

Request a callback

It’s so easy to let us know when is the most convenient time for us to call you back for a chat about your pensions. All you need to do is complete and click on the ”Request a callback” button.

Our Consultants are available to assist you in finalising the booking process from Monday – Thursday 9:00 – 20:00, Friday 9:00 – 16:00 and on Saturday 9:00 – 14:30