Advice and Recommendation

​​Using an Independent Financial Adviser means you have the peace of mind of knowing everything is handled for you and your Pension Sharing Order has been implemented properly. 

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Full advice and recommendation means we will recommend the most suitable pension provider and also the most suitable pension funds(s) based on your attitude to risk and a variety of other considerations.

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Once the research has been completed and the recommendations made we will complete all the forms with you and process your application right up to the point where your new pension is set up and in place.

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Ongoing annual reviews then provide you with the peace of mind of knowing your pension is being looked after properly, and can also take into account any changes in your future circumstances and how this might affect your pension.

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I am regulated by the Financial Conduct Authority and will provide you with what is known as an Initial Disclosure Document. This is designed to give prospective clients the peace of mind of knowing who they are dealing with, what the costs associated to services are, and regulatory information they need to be aware of.

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