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.
However complex your pension arrangements, there's a Simple solution.
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 and analysis of your current arrangements and whether they are likely to yield the results you need to achieve your goals. Where we see evidence they will not, we will discuss the implications and what the alternatives are.
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 and you decide to make changes to your existing arrangements, we will contact all your providers, implement the changes and take care of all the administration for you.
You may wish to use our optional ongoing advice and review 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."