We are pleased to announce that our offices are open. Clients new and old will be welcome to come and discuss their financial plans and circumstances. For the continued safety of everybody we have acquired Personal Protection Equipment (PPE), such as face masks, face shields and gloves. We also supply hand sanitisers and surface wipes. And for extra protection we have fitted our interview rooms with protective screens. Of course, we want to remind everyone entering our offices to observe the social-distancing rules of two metres as we want us all to stay safe.

Pension Review Service

What is the Pension Review Service?

We will advise you whether your funds, portfolio style, pension type and product provider are still suitable for your needs. We will compare it to the market place to confirm its continued suitability, whether any other products or providers in the market place would be more suitable for your needs. Also, we will review your investment timeline, personal situation, attitude to risk, capacity for loss and any changes in your circumstances that may impact on the continued suitability.

Submit an Enquiry

If you would like to further discuss your current requirements with our team, why not get in touch with us by giving us a call. Alternatively, you can complete the contact form below with your enquiry regarding our services, and we will get back to you as soon as possible.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.