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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.

LATEST TESTIMONIALS

What our clients say about us.

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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.

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Pension Expert have always provided me with a professional pension advice service. Their personal interaction gives added reassurance that they are looking after my fund responsibly.