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Independent Pension Experts in Sheffield
Speak with a trusted FCA Approved Pension Advisor - fill in the form to request a call below:
INCLUDES FREE CONSULTATION
FCA Approved Pension Experts
All of our Pension Advisors are fully authorised and regulated by the FCA (The Financial Conduct Authority)
5 STEP ADVISOR matching PROCESS
1. Initial Appointment
1. Initial Appointment
1. Initial Appointment
Book an initial appointment with no cost or obligation to review your existing pension plans and objectives. This will often result in the Advisor being able to idetify how they can put your plans in a better position.
2. Due Diligence
1. Initial Appointment
1. Initial Appointment
The advisor will remove any hassle by liasing with your pension providers and undertaking proper due diligence on your pension plans. This will determine if you should do things differently, and whether consolidating some or all of them is appropriate.
3. Return Appointment
1. Initial Appointment
3. Return Appointment
Book a return appointment for the Advisor to outline his/her findings and outline what options you have around your pension plans. If the client wishes to proceed more formally with the Advisor, you will progress to step 4.
4. Full Review
5. Final Appointment
3. Return Appointment
A full review of circumstances is undertaken to ensure regulatory and tax compliance. In addition associated fees will be outlined and discussed.
5. Final Appointment
5. Final Appointment
5. Final Appointment
Final appointment for the Advisor to present full recommendations and go through associated documentation and proposals. Congratulations you have secured a solid plan for your future and retirement.
WHAT TO EXPECT?
Initial Advisor Matching
After the form has been submitted, we'll match you with the most appropriate FCA approved pension advisor based in Sheffield. They will give you a call shortly after to gather any other required information.