We are Financial Planners providing pension, investment, protection and wealth management advice to United Kingdom resident clients and commercial entities. Our coveted corporate Chartered status is a commitment to our overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and our employees.
From our offices in Shropshire we provide a nationwide service to new and existing clients. We pride ourselves on providing well-priced expert advice and on being able to break down the jargon and sometimes complex rules to assist our clients in becoming confident with their financial health.
Pensionlite has nine Financial Planners providing financial advice and can boast five Pension Transfer Specialists within its ranks. All of our advisors are registered with Financial Conduct Authority (FCA).
For new customers, your first meeting with your Pensionlite adviser is always at our expense whether the meeting be conducted by telephone or face to face. We look to understand your circumstances, requirements and aspirations and to see if we can assist you and importantly add value. Our fees are both competitive and transparent and are available upon request
Transferring out of a final salary pension is unlikely to be in the best interests of most people.
In choosing a Chartered firm you can be sure that its people have made a commitment to being ethically driven, knowledgeable and to providing competent advice that is based wholly around your needs and requirements.
It also means that as a firm, it is committed to providing a high quality of service and support.