Our values.

We are financial advisers to the national Printing Industry Pension Scheme, run in association with the British Printing Industries Federation. We work with several hundred printing companies as corporate advisers to their pension schemes, giving advice and guidance. We enable thousands of their employees to understand their pensions and make the right retirement decisions for their future.

When we started out we decided to focus our financial advice on providing a low cost, affordable, high quality pension service to our clients. Setting our prices at a reasonable rate was part of our founding ethos and has been ever since.

As professional advisers it’s imperative that our fees are clearly set out for you, and we strive to make all our communication as honest, open and easy to understand as possible.

Whether we are working with a large corporate client, or an individual, our ethos is the same: getting to know you and understand what’s important to you so that we can provide simple, clear pension planning for your life ahead.

OUR CHARITY SUPPORT

Children's Hospice South West.

We are supporting Children’s Hospice South West (CHSW) in their 30th anniversary year by joining their new Business Club. The charity provides vital care to over 500 children in the South West with life limiting illnesses and offers much needed support to families. Services include short breaks, specialist play, music therapy, activities for siblings, palliative and emergency care, end of life care, bereavement support and specialist medical care - all available 24 hours a day, 365 days a year. We are proud to support their work to make the most of short and precious lives.

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HOW WE CAN HELP

What you can expect.

Our approach is straightforward. We’ll have a video meeting with you to talk about your financial circumstances, your financial goals and when you want to achieve them. We’ll ask you to complete online questionnaires and then we’ll develop a personal plan to meet your aims and set out a clear strategy for your money.

  • Discuss your aims and expectations
  • Analysis & planning
  • Implementing your financial plan
  • Monitoring and maintaining your plan
Experts

We have all the expertise, experience and knowledge you would expect from financial advisers. We focus on pensions so that we can give you a superior service for your retirement planning.

Reliable

We take time to get to know you and build a strong and secure working relationship so that you know you can depend on us. We want you to have peace of mind that we are helping you to make the best decisions for your future.

Transparent

We won’t blind you with jargon or limit your choices. We make sure our advice is easy to understand and open. It’s essential that you feel your financial future is in safe hands, so we work hard to earn your trust.

ACCREDITATIONS

Who we’re trusted by.

CONTACT

Get in touch with us.

If you would like to make an appointment for a free video consultation with us, please use the booking button to select a date and time. If you prefer a phone call, use our freephone number to give us a ring. A consultation is an opportunity for us to discuss your finances, your retirement goals, your attitude to risk and how we could help. If you have questions for us first, please do fill in the form and we’ll get back to you as soon as we can.

    LATEST TESTIMONIALS

    What our clients say about us.

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    The service provided by Pension Expert has been excellent. The adviser was polite and professional and made it feel a personal service. I would definitely recommend them should anyone require retirement advice.

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    I have always been able to pick up the telephone if I had any questions or queries and they were dealt with very quickly and clearly by their very helpful and friendly staff. They really listen to my personal circumstances and I was pleased with their attention to detail.