Call us: 0800 434 6337 Mon - Fri 8am - 5pm
How's your pension looking? If the honest answer is you're not sure, let's change that. We promise simplicity, clarity and up-to-the-minute expertise.
Multiple pensions? It's time to put the jigsaw pieces together. Let's talk about understanding your options and maximising your retirement income.
Retired or just about to? Get a clear overview of your entire financial situation. Untangle complexity. Secure the future for you and your loved ones.
Most financial advisors charge on average 0.85% of your total fund as ongoing advice fees. That’s where we are different, offering a fixed fee starting at £2,500 whatever your position.
User the slider to select the total value of your fund, then see how much you can save. Simple!
Typical ongoing advice fee
You save
Our fee
£2,500
Call us on 0800 434 6337 to speak to us today, or request a callback.
We communicate our costs in simple language, without the usual jargon
We provide full transparency so there are no hidden surprises
A quality service at a fraction of the price of many traditional advisors
A fixed fee service for both initial consultation and ongoing advice
As a result, you can be confident that you are dealing with an ethical and professional advice firm. Experts who have your best interests at heart and aren’t trying to sell you anything.
My defined benefit scheme options were unclear and had recently taken early retirement from a senior position in a bank.
Janet had been made redundant from a senior position at aged 56 and wished to retire from full time employment.
I was approaching my defined pension retirement date and was unsure of which option to take.
