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Get expert pension advice from an FCA-regulated advisor.

Understand your options for drawing a retirement income and make a choice that’s right for you.

Why do I need advice?

Getting expert advice on your pension from a qualified, FCA-regulated advisor will help you maximise your retirement income.

They will spend time with you to understand your needs and give you personalised options so you can access your money in the best way.

You’ll have access to a wealth of knowledge and ongoing reviews to ensure your pension is on track to last your whole retirement.

What you should know about your pension:

  • You can access your pension if you are 55 or over
  • You can release 25% of your pension pot tax-free
  • You can choose to keep your pension invested until you need it

When you use our service:

  • We’ll connect you with a pension advisor authorised and regulated by the Financial Conduct Authority.

  • You’re offered a free, no-obligation consultation by your pension advisor.

  • You’ll receive expert, personal advice on the best way to draw an income for your retirement.

Complete our short form to speak with a regulated pension advisor about your options. Arrange your free, no-obligation consultation today.

"The whole process flowed very smoothly. The advisor contacted me quickly and gave me solid, sound advice which helped me complete my decision making."

Margaret McGivern

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Expert knowledge

Understand all your options for drawing an income from your pension.


Draw an income in the most tax-efficient manner, and get advice on accessing your tax-free lump sum.

Industry experience

Be aware of any changes to legislation that could affect your income.

Planning for the future

Get a clear financial strategy for your retirement, now and for the future.

"Very pleased with my appointment. Great advice that was easy to understand without financial jargon."

Paul Wilson,
Sutton Coldfield