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When you use our service to connect to an IFA in your area, we will guarantee you:
Rapid responseYour local IFA will respond to your enquiry within one business day.
Free, no-obligation consultationDiscuss your goals with your IFA in depth, face-to-face or over the telephone.
Impartial, personally tailored adviceAll IFAs 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.
A specialist advisor 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 investmentsGet expert advice on the best way to invest for the future
Transferring pensionsFind the pensions that minimise charges and maximise returns
Your optionsLearn what the best route is for your retirement
Our service is free for the initial consultation then an IFA 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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A superb service. Local advisor contacted me the same day and provided me with the information that I required. Highly recommended