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A local advisor will be in touch to deal with your enquiry and ensure you get the right advice.

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Our Service

When you use our service to connect to an advisor in your area, we will guarantee you:

  • Rapid response
    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:

  • 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 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.

  • 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.