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Retirement Planner Services
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Connecting You To An Adviser |
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Our service aims to inform, educate and, if we have done our job properly, inspire you to further action. We do not give individual’s advice.
If you make an enquiry it will be dealt with by a fully regulated independent adviser who will handle your enquiry directly with you. Once you make an enquiry across our web site enquiry centre we will immediately contact an appropriate regulated adviser (one of our affiliates) to deal with this with you. We continue to monitor the enquiry for quality purposes and to make sure that you are looked after and responded to quickly and efficiently, but the affiliate adviser will handle your specific request/enquiry.
In this case we are rather like your family surgery that deals with your health requirements and refers you onwards when specific specialised requirements need to be met. We receive all the enquiries and pass them out accordingly.
Our most popular service is our free no obligation pensions review service.
This is the service that allows our affiliate advisers to receive from you the details of your existing plan or plans and then prepare a full report of what they are worth, how they have done, and what you should do about your options forward.
Just like an audit of any sort this aims to give you all the facts and figures and a comprehensive summary of your options, in this respect it is both backward looking and forward looking.
Our advisers will be experienced in dealing with the companies that offer pensions and will have access to key people in these companies, this means that information gathering which can sometimes be difficult for an individual is very much easier for the adviser. Many of the problems associated with such plans comes from the very real problem that individuals holding the plan cannot get easy to understand information or answers to simple questions.
All of the advisers handling your enquiries will be experienced individuals who will be trained in these key areas as well as many associated areas, such as general investment planning, tax planning and wider financial services matters.
Click here to request your FREE no obligation pension review
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