We’ll ask you about your personal and financial circumstances, your income, savings, investments and pensions, and have a conversation about your retirement income needs and your attitude to risk.
Whatever your pension problem, we will provide a Simple explanation.
What to expect
Identifying your aims
We will ask you about your objectives and your priorities. We’ll establish what goals you have for your retirement, how you feel about passing your wealth on and your feelings on later life planning.
Research and analysis
We then will undertake detailed research into your existing pension scheme and will request all the documentation we will need from the pension scheme trustees. We will then analyse and evaluate all the information we receive.
Pension Review Report
We will provide you with a written report summarising our analysis and our recommendations. It will detail how best to achieve your objectives in your particular circumstances.
If you decide that our recommendations are right for you, we will implement the arrangements on your behalf.
You may wish to use our optional ongoing administration, review and advice service. This service is designed to ensure your arrangements are able to adapt with you as your life progresses and changes.
"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."
"The whole process was made really straightforward and they took the time and care to properly understand my situation. The results have been excellent!"
"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."