When you use our service to connect to an advisor in your area, we will guarantee you:
Your local advisor will respond to your enquiry within one business day.
Free, no-obligation consultation
Discuss your goals with your advisor in depth, face-to-face or over the telephone.
Impartial, personally tailored advice
All advisors are carefully selected, independent experts in their field.
100% satisfaction guarantee
If you're not completely happy with the service you receive from your advisor, we'll find you an immediate alternative.
Do I need an Advisor?
An advisor can offer insight and guidance for a wide range of pension queries:
You’ll learn what the best route is for your retirement.
Taking your retirement money as and when you need it.
Get a tax-free cash lump sum of up to 25% of your pension value.
Set income, either for life or a period, may be your better option.
How much does an Advisor cost?
Our service is free for the initial consultation then an advisor will charge either:
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.
For a one-off services such as transferring a pension or buying an annuity.
This may apply to products such as insurance or mortgages.