Our experienced financial advisers work with you to keep your pension and investments working hard for you. Our success comes through creating yours.
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.
Talk to us about transferring a Defined Benefit/Final Salary Pension. Start with a no-obligation consultation.
We can give you a no-obligation assessment of what we would do differently to make your pensions work harder for you.
It’s important to consider all of your options and take specialist advice. Let us make a no-obligation recommendation.
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.
Our commitment to Chartered Status 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.
We offer a full range of financial planning services, even beyond retirement planning. This includes:
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.
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.
Approver Quilter Financial Services Limited 26/10/2022
Unfortunately, we cannot advise on state pensions and can only provide advice to UK residents. The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Pensionlite Ltd Registered in England & Wales No. 10517547. Registered Address: Summit House, 13 High Street, Wanstead, London, E11 2AA.
Pensionlite, PL Mortgages and PL Wealth are trading styles of Pensionlite Ltd which is an Appointed Representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate Employee Benefits, Inheritance Planning, Estate Planning, Commercial Mortgages, Some Buy to Let Mortgages, Trusts, Taxation and Auto Enrolment Advice.
© Copyright 2024 Pensionlite Limited. All Rights Reserved.
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