We’re different, because you are

Financial Advice Tailored to You

A unique, bespoke approach to financial advice

Financial advice should never be one-size-fits-all, that’s why we take the time to get to know you and your aspirations for the future. Our Independent advice is designed to help you meet your goals in the best way for you.

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Competitive, fair & transparent fees

investment choice

Greater choice & flexibility for investing your money

monitor your pension

Technology to track your financial goals 24/7

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VIP Service

It can be hard to be heard when you feel like a small fish in a big pond. Our boutique approach offers individual attention, making you feel more like a VIP than a number on a page

Award-winning technology

It’s hard to manage your money if you don’t know where it is. As a client, you’ll receive 24/7 access to track your pensions and investments in one place, on your phone, tablet, desktop or smartwatch.

Help to achieve your goals

Our Independent advice is designed to help you meet your goals in the best way for you, plus we offer a single point of contact and promise a rapid response to your enquiries

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PASSIONATE ABOUT PENSIONS

  • Pension Transfer Specialists since 2007

  • Experts in Defined Benefit Pension Transfer

  • FCA Regulated, Independent Advice

  • 5* Rated Customer Service

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A Proud Member of the PFS

FCA Regulated PFS Specialist Accreditations
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OUR COMMITMENT

We are committed to upholding the strictest of professional ethics. We strive for complete transparency and conduct ourselves in an open and honest way with your best intentions at heart in everything we do.

Our team are not incentivised by targets, because we don’t believe in the hard-sell approach, so you should never feel pressured into making a decision. We believe in growing our business together for our mutual benefit.

2020 financial our commitment

OUR PRICE GUIDE

We offer a competitive, fee-based price for our services, set out below.

Service

  • First Consultation
  • Lump sum investment/pension up to £75000
  • Lump sum investment/pension between £75,000 and £150,000**
  • Lump sum investment/pension between £150,000 and £350,000
  • Lump sum investment/pension between £350,000 and £500,000
  • Lump sum investment/pension above £500,000
  • Additional fees for all ad hoc investment/pension work ***
  • Group Pension Schemes
  • Regular premium savings/pension

Initial Fee

  • 1 hour free
  • 4% of initial investment e.g. e.g. £50,000 investment = £2,000 fee
  • 3% of initial investment e.g. £100,000 investment = £3,000 fee
  • 2% of initial investment e.g. £200,000 investment = £4,000 fee
  • 1.5% of initial investment e.g. £400,000 investment = £6,000 fee
  • 1% of initial investment e.g. £800,000 investment = £8,000 fee
  • £175.00 per hour
  • Fees vary. All fees to be negotiated in advance
  • % of regular premiums in accordance with funds value as per above table e.g. £100 p.m. saving on a fund value of £50,000 would incur a monthly fee of £4 (4%)

Ongoing Fee

  • n/a
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • 0.75% of fund value annually (paid monthly)*
  • All fees to be negotiated in advance
  • Fees vary. All fees to be negotiated in advance
  • 0.75% of fund value annually (paid monthly)*

LET’S GET STARTED

TALK TO A FINANCIAL ADVISER

It should only take a few seconds to send us your details and arrange your free consultation. 

Join the hundreds of happy 2020 Financial customers looking forward to their dream retirement.

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