Independent Pension Advice
Receiving independent advice on how to manage your pension could be a significant factor in achieving a comfortable retirement. Over time, your pension can become one of your most valuable financial assets — helping you enjoy the life you want once work is behind you. Whether retirement is decades away or just around the corner, staying on top of your pension brings clarity and control.

Frequently Asked Questions
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Our service connects you with an Independent Financial Advisor (IFA) who best fits your portfolio review needs. Simply complete our form, and we take it from there.
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It’s very simple. First, you fill out an online form with your basic details. Then, one of our team members calls you to better understand your specific needs. Finally, we match you with an IFA based on the information you provided.
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In the form, we ask for essential details about your portfolio review requirements. During our follow-up call, we’ll discuss your objectives and any specific concerns, ensuring that we match you with an IFA who meets your needs.
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No, our matching service is completely free. There are no hidden fees—our aim is simply to help you find the right IFA.
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No, there is no obligation to proceed after being matched with an adviser. You can have an initial conversation, ask questions, and decide if their services are right for you before making any commitments. Our goal is to connect you with the right adviser—whether you choose to move forward is entirely up to you.
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If you’re making important financial decisions—such as investing, planning for retirement, managing inheritance, or optimising tax efficiency—an independent financial adviser can provide expert guidance to help you make the best choices. If you’re unsure, IFAs within our network offer a free initial consultation to discuss your needs.
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We take data privacy seriously. All the information you share is securely stored and used solely for the purpose of matching you with an appropriate IFA.

Testimonials