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Making pensions make sense

Specialists with the personal touch

Our team has over 80 years' experience. In that time we've been advisors, consultants, planners and trainers. And we've helped hundreds of people to choose the right pension scheme, optimise existing arrangements, make sense of over-complicated expensive portfolios.

We believe that life in retirement is there to be enjoyed. We can help with that by freeing you from pension worries.

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Meet our team

We have unrivalled experience in making pensions make sense

John

John Wilkinson

MD and Advisor

Having owned and managed directly FCA regulated companies both large and small for over 25 years, John is passionate about providing straight forward, clear advice in a simple and cost effective way, always putting client’s interests first.

Mark

Mark Thewlis

Pension & Tax Advisor

Having worked in financial services for over 30 years, Mark is one of only a handful of industry professionals to hold both Chartered Financial Planner and Certified Financial Planner status. He also develops and writes educational material for consumers and industry advisers.

Yvonne

Yvonne Mellor

Head of Paraplanning

Qualified at the CII Diploma Level 4 in Financial Planning, Yvonne has also attained the Advanced Diploma, Level 6 Pension Transfer qualification which provides the specialist knowledge and skills required when dealing with the transfer of safeguarded benefits.

Vicky

Vicky Roberts

Director

Having worked in financial services for over 24 years, Vicky manages the company's finances, contracts and staffing. As one of our longest serving employees, she prides herself on being conscientious, ensuring work is undertaken to a very high standard.

Andrea

Andrea Bridge

Senior Administrator

Having worked in Financial Services for over 15 years, Andrea brings a wealth of knowledge and experience to the company and is responsible for the client administration and client processes. Her focus is to ensure that clients are always provided with the highest levels of service.

Use our Simple fee comparison tool

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 of £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

We have been awarded the Pension Transfer Gold Standard

Financial advice firms who adopt and promote this standard adhere to a set of principles.

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.

"I was very happy with Mark's recommendations and pleased with the way he dealt with my situation and as a result have moved my pension to the new provider."

Paul Morris,
Merseyside

"The whole process was made really straightforward and they took the time and care to properly understand my situation. The results have been excellent!"

Jennifer Butler,
Carlisle

"Because I live in a rural area, having a specialist advisor that I am able to talk to from the comfort of my own home makes a massive difference to me."

John Harrop,
Inverness