I'm always happy to have a free initial chat to answer any questions and guide you through the Pension Sharing process.

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Please be aware that if you would like me to act for you, there are costs associated with taking Independent Financial Advice. I am regulated by the Financial Conduct Authority and we 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 all regulatory information they need to be aware of.

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For Pension Sharing Orders, the cost of setting up your new pension is calculated as a small percentage of the total value of the funds transferred. This fee is usually paid from the funds, once they’ve been transferred into your new pension, but you can also choose to pay it separately if you prefer.

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This fee covers the whole process from start to the finish, including full advise, recommendation, reports and application forms, to the point where your new pension is set up and in place.

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