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Our Service
When you use our service to connect to an adviser in your area, we will guarantee you:
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Rapid response
Your local adviser will respond to your enquiry within one business day. -
Free, no-obligation consultation
Discuss your goals with your adviser in depth, face-to-face or over the telephone. -
Impartial, personally tailored advice
All advisers are carefully selected, independent experts in their field. -
100% satisfaction guarantee
If you're not completely happy with the service you receive from your adviser, we'll find you an immediate alternative.
Do I need an Adviser?
An adviser can offer insight and guidance for a wide range of pension queries:
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Your Options
You’ll learn what the best route is for your retirement. -
Drawdown
Taking your retirement money as and when you need it. -
25% Tax-Free
Get a tax-free cash lump sum of up to 25% of your pension value. -
Guaranteed Income
Set income, either for life or a period, may be your better option.
How much does an Adviser cost?
Our service is free for the initial consultation then an adviser will charge either:
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An hourly rate
This will vary based on the advice provided and will be agreed up-front. -
A small percentage
With ongoing investment management, you may be charged a percentage of the overall value. -
Fixed fee
For a one-off services such as transferring a pension or buying an annuity. -
Commission
This may apply to products such as insurance or mortgages.