About Us

We’re a team of advisers helping clients throughout the UK build and protect their financial future.

Based in Telford, Shropshire, since 2008 we have been providing financial advice to clients at every level of their wealth journey. From those with several small pension pots through to high-net-worth individuals with large investment portfolios.

Our specialism as a company is retirement planning but within our team, we have advisers who specialise in other areas such as:

  • Wealth Management
  • Tax Planning
  • Defined Benefit Pension Transfer
  • Inheritance Tax Planning
  • Company Pensions & Employee Benefits

Meet Our Friendly, Experienced Advice Team

Our advisers come from a wide variety of financial services backgrounds and each has aspects of advice in which they specialise. When you join us as a client, you’ll be matched with an adviser who perfectly fits your needs and preferences.

Visit Our Meet the Team Page

why being a chartered financial planner makes a difference for you

Pensionlite is a Chartered Financial Planner. This means that we have been awarded a status that requires consistently outstanding outcomes for our clients.

In short, we’re under close scrutiny by the Chartered Insurance Institute, a major industry body. This means the advice we provide and the service you receive from us, is amongst the highest in the financial services industry.

Call: 01952 279 379

Mon-Thur 8:30 – 17:30 | Fri 8:30 – 17:00
Email: support@pensionlite.co.uk

CONTACT US NOW