Looking for pension & Retirement advice? We offer all clients a no-cost and no obligation review at our office, your home or using video conferencing technology!
At Financial Fortress, we maintain the highest levels of service and guarantee no jargon! No long wait times on the phone and easy to reach named & dedicated advisers!
With over a combined total of 100 5-star reviews, Financial Fortress is the most recommended independent financial advisers in the north west.
We have helped many pension scheme members to consider what their options are and whether taking a scheme income or (in a small number of cases), whether a transfer may be right for them. If you do decide to transfer into a “drawdown” arrangement, you may be able to choose to:
Firstly you need to get in touch. Sadly, we cannot help you if you don’t ask!
when you do get in touch your adviser will spend around 15 minutes with you on the phone and they will:
- Ask you for any ideas where to start, maybe you remember the name of an old company that no longer exists – we know who “took over” their business!
- Ask you to remember old employers, taking their details
- We know what pension providers worked with which companies (we have an extensive list that is not publicly available)
- We can then use the above to call them directly on your behalf
- Your adviser will email you a “letter of authority”. This is a letter “to whom it concerns” which allows us to approach pension companies for you and locate them
- Upon receipt of the letter, we will then complete the leg work and get those pensions traced!
- You will receive basic details of your pensions, including where they are in writing with no strings attached!
Once the investigations are completed, you can then decide what to do. Once we have amazed you with our expertise, we hope you may consider becoming a client of ours, its as simple as that. If not, we would appreciate a review on the internet and you are free to make your own arrangements.
There are many different types of pensions, for information on their differences and what you can do click here: https://financialfortress.co.uk/what-we-offer/pensions/personal-pensions/
If you are unaware of the contact details for your pension you can find them on the government website here – https://www.gov.uk/find-pension-contact-details
At Financial Fortress, we hold the Pension Transfer Gold Standard from the PFS, have been awarded the title of Pension Transfer Specialists by the FCA and one of the few companies that hold the correct permissions to advise on all pensions. Remember, we are completely independent and have extensive experience with all pensions so you will be in very safe hands indeed!
What you get with Financial Fortress
Authorised and Regulated by the Financial Conduct Authority.
No cost or obligation initial review meeting.
A personally named and dedicated expert dedicated to you!