Pensionlite - Chartered Financial Advisers
If you allow us to carry out an Independent and no obligation review of your pensions, taking into account your needs and circumstances, together with the details of your existing plans, we will make recommendations to you in writing, by post.
If your plan is good we will tell you why.
If it’s not so good we will make recommendations as to how we believe you can improve things.
If there are costs involved in following our advice they will be fully disclosed in your report, which you can read in your own home, in your own time, with an adviser available over the phone to answer your questions.
If you are worrying about charges and fees then don’t.
If you do not follow our advice and recommendations there is absolutely nothing to pay.
If you do accept our advice and fees do apply, then you can be assured that by allowing us to manage your affairs by post, email and telephone we can do so for less than a face to face alternative, without the pressure and without any reduction in quality.
Our Chartered Financial Planner Status.
Pensionlite carries the prestigious status of Chartered Financial Planners
Our Chartered status, granted by the Privy Council, is our industry’s gold standard for financial planners and is currently held by less than 300 firms across the country.
This status brings with it serious obligations to ensure the advice, service and ongoing support we provide for you is of the highest quality, based solely on your researched needs and provided by someone of appropriate competency.
PensionLite, is an Independent Financial Adviser firm, Directly Authorised and Regulated by the Financial Conduct Authority, specialising in Pensions & Investment.
We offer whole of market choice and have no links or ties to any single business or organisation.
Our aim is to provide our clients with tailored solutions, created by advisers with particular skills and specialist qualifications.
Our advice process is always to gather a full understand our clients needs, circumstances and aspirations together with detailed analysis of any existing arrangements and make written recommendations before any decisions or actions are taken.
We provide independent, no obligation review and recommendation reports covering all aspects of our specialist areas of work.
Knowledge is power and unless you know, how can you decide on a course of action. If you do not accept our advice you have nothing to pay
Listen to an introduction about our services…
What our clients say about us
- Mike and June S
Thank you for your letter confirming that cheques had been passed from the old to the new Pension Scheme. Thank you also, for the tremendous help and support we have received from Pensionlite thoughout the whole procedure. Everything has been so very simple, with most of the work done for us. We will heartily recommend you to anyone requiring the same or similar services.
- Jennifer S, Lincoln
I am writing to thank you for assisting me with my complaint about my old pension policy. My funds have been transferred to my new plan and I have the new policy document. It is reassuring to know that I can check the values on line when I want and that after next year I can begin to take benefits if and when I decide to. The compensation I received has also helped to pay off a few bills so even better. Thank you once again. I will certainly recommend you to my friends.
- Dave J, Glasgow
I have now received confirmation that my pension transfer has been done and my new plan is in force. Thank you for your assistance in reorganising my pensions. I feel far happier now everything is in one place and that the investments are in lower risk funds. I will be registering with the on line service so I can check my pension values myself on a daily basis and am very pleased with yours and your Company's services.
- Bob P. Milton Keynes
My tax free cash arrived in my bank today and in view of my recent difficulties thought I should write and thank you personally for your assistance and reassurance during the process. All of your staff have been very helpful but you have been particularly supportive and explained things in a way I could understand when we first spoke. All the best. I will certainly tell my friends about you.
- Mrs S. Tyne & Wear
Thank you for your speedy assistance in helping me release some cash from my pension. The essential repairs to my property are well under way now and I can look forward without worry to a more comfortable future.