Our Knowledge and Expertise

Our Pension Transfer Specialists are qualified to the highest level. They have a wealth of ‘recent’ and ‘relevant’ experience providing you with the reassurance that your client will be receiving the best possible advice in every case. Our expertise extends to overseas transfers and we are happy to provide advice in this area and consider QROPS where this may be a suitable solution.

Our Efficiency

We understand the deadlines and urgency with Defined Benefit transfers and we have built our process based on a high level of efficiency.

Our Ethics

We have a non-contingent fee structure in place and the advice we provide is 100% independent from any subsequent transaction completed by the client. We will not recommend a transfer unless it is clear that it is in the client’s best interests.

Our Client Focus

No two clients are the same and we look at each case on its own merits. We will personally speak to every client we advise to understand and add colour to their specific objectives. Our Suitability Report has been designed to explain our advice in a ‘client-friendly’ way, using language that they will understand. We will be available to your client throughout the process and will ensure they understand both the risks and the benefits of a transfer, before they make their decision.

Professional Memberships