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Our Service

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

  • 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 a Pension Adviser?

A specialist adviser can offer insight and guidance for a wide range of pension queries:

  • Setting up a pension
    Discover the best private pension options for you

  • Pension investments
    Get expert advice on the best way to invest for the future

  • Transferring pensions
    Find the pensions that minimise charges and maximise returns

  • Your options
    Learn what the best route is for your retirement

How much does an Adviser cost?

Our service is free for the initial consultation then an adviser 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.