Final salary pension reviews
What our clients say about us
Richard - Surrey
Simon advised me on which was the best option for me, after listening to my aspirations, considering my financial position, and explaining the pros and cons of various options. Simon was very helpful in chasing matters when we hit a potential problem. He was professional and personable throughout, and always easy to communicate with. I'm confident that I've made the correct choice, given my current circumstances. I would be happy to work with Simon again.
Glenn - London
Simon listened to my personal circumstances. He explained all the pros and cons of transferring my pension. He was able to answer all my questions. I was able to make my final decision with complete confidence after speaking to Simon. Now I am more than happy that I have Simon as my financial advisor. I am now able to plan for retirement with so many more options than previously.
Steve - Middlesex
I have retired early at the age of 57 and wanted to move my money out of the company pension scheme to ensure if anything happened to my wife or myself my children could have the money left to them. Simon has been extremely professional, helpful and listened to my concerns regarding my long term health. He has kept me informed of progress during the transfer on a regular basis. I couldn't recommend Simon enough as he has given me a great service. Simon has been fantastic through out.
Paul - Middlesex
The reason that I looked for a financial adviser was because I wanted to transfer my Defined Benefit to a SIPP. Simon explained fully the pros and cons of remaining in my Defined benefit pension. He also explained both the benefits and pitfalls for my circumstances in transferring out of my existing DB pension. I had spoken to other Financial Advisers but found that they were not listening to my personal circumstances but merely tapping figures into a spreadsheet. Simon took the time to listen as to my retirement I have now transferred my pension and am very comfortable that I have done so.
Susan - London
I needed advice on transferring my occupational pension as I wanted to make the most of the substantial pot I'd built up over the last 30 years. Simon helped me understand the pros and cons of transferring into a personal arrangement especially in relation to passing on my fund after my death. The process completed successfully and my new fund is performing well.
To help you make the right decision for your final salary pension, we will take you through a clear, simple, transparent, and regulated four step process.
If you would like to explore and discuss the options for your final salary pension transfer,
book an introductory meeting here or contact me at simon@agilepensions.uk