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When you use our service to connect to an advisor in your area, we will guarantee you:
Rapid responseYour local advisor will respond to your enquiry within one business day.
Free, no-obligation consultationDiscuss your goals with your advisor in depth, face-to-face or over the telephone.
Impartial, personally tailored adviceAll advisors are carefully selected, independent experts in their field.
100% satisfaction guaranteeIf you're not completely happy with the service you receive from your advisor, we'll find you an immediate alternative.
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.
DrawdownTaking your retirement money as and when you need it.
25% Tax-FreeGet a tax-free cash lump sum of up to 25% of your pension value.
Guaranteed IncomeSet income, either for life or a period, may be your better option.
Our service is free for the initial consultation then an advisor will charge either:
An hourly rateThis will vary based on the advice provided and will be agreed up-front.
A small percentageWith 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.
CommissionThis may apply to products such as insurance or mortgages.
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