Pension & Wealth Management Advice at No Obligation
Our team of industry experts can answer your questions face to face or over the phone
We are a team of highly experienced financial advisors
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 regulated 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
Pensionlite is one of a select number of firms in the UK to be granted Corporate Chartered status – for further information please read the CII Chartered Status handout.
What Does It Mean to Be Chartered?
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.
- Pensionlite management, advisers and support staff have, combined, over 140 years’ experience managing and advising clients about their pensions in both the accumulation of funds and accessing them post retirement.
- Our advisers, both male and female, carry appropriate qualifications to advise individuals in relation to Personal Pensions, former employer Occupational Pensions, Defined Benefit Pensions and Final Salary Pensions.
- Our pension services are normally provided by post, email, telephone and text, as well as face to face, so our clients can consider their options in their own time, in their own home, with an adviser available to answer questions at your convenience.