PENSION & RETIREMENT PLANNING SPECIALISTS

YOUR TRUSTED PARTNER IN UNLOCKING YOUR RETIREMENT LIFESTYLE POTENTIAL

Our experienced financial advisers work with you to keep your pension and investments working hard for you. Our success comes through creating yours.

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Transferring out of a Final Salary scheme/Defined Benefit Scheme is unlikely to be in the best interests of or be suitable for most people.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

welcome to pensionlite
how can we help you?

I would like to
Transfer My Pension

Talk to us about transferring a Defined Benefit/Final Salary Pension. Start with a no-obligation consultation.

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I would like to
Review My Pension Performance

We can give you a no-obligation assessment of what we would do differently to make your pensions work harder for you.

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VIEW OUR FULL RANGE OF SERVICES

I would like to
Discuss Annuities & Drawdown

It’s important to consider all of your options and take specialist advice. Let us make a no-obligation recommendation.

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financial advice for those approaching or at retirement

After a career building up pension funds and other investments, it’s time to ensure that everything is in place, so that you take every opportunity to maximise what you have.

Our advisers are trained specialists in the field of retirement planning and we have decades of experience giving clients peace of mind that they’re doing everything they need to do, to reach their retirement goals.

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why we consider ourselves specialists and industry leaders

Our Chartered Status and commitment to the Pension Transfer Gold Standard means we’re constantly assessed on the quality of service we offer our clients.

Our Chartered Financial Planner Status puts us amongst the very best financial advice firms in the UK and demonstrates to you that we subscribe to the highest industry standards.

Find out more about why Chartered Financial Planner status allows you to trust our advice.

services we provide

We offer a full range of financial planning services, even beyond retirement planning. This includes:

  • Defined Benefit/Final Salary Pension Transfers
  • Pension Reviews
  • Protection & Insurance
  • Wealth Management
  • Annuities
  • Pension Drawdown
  • Tax Planning

Click here to see our full range of services

HOW WE WORK WITH YOU

We know that some clients prefer to talk to us on the phone, and others by email and we’re happy to accommodate what works for you. You’ll have a dedicated financial adviser who will build a relationship with you, and adapt to your needs.

  • Telephone
  • Face-to-Face Meetings
  • Email
  • Video call via Microsoft Teams
  • Letters via Mail

140 +

Years Experience

Our Financial Advisers have combined experience providing financial advice in excess of 140 years. We bring this experience into every single case for which we provide advice.

Click here to meet the team