About Us

Our qualified specialists are here to review your pensions, helping and advising you on your options using jargon-free language you can understand. They will spend time getting to know you and understand your situation.

  • We’ll ensure you’re not losing money that should be yours
  • We’ll make sure you’re getting the most from your pensions
  • We’ll help you understand what’s happening to your pensions now, and where they could be heading

We’ll let you know how much your pensions are worth now, give you an idea of how much they might be worth when you come to retire, and tell you what this could mean in terms of your income in retirement.

We do everything over the phone and via your own dedicated web page, where we’ll post all your pension documentation for you – safe, secure and easy to access.

You’ve worked hard to build up your pension funds. Make sure they’re working hard for you!

Meet our Head of Advice

Simon D’Amico DipPFS

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Simon joined the Financial Services industry nearly 20 years ago, working initially for the Prudential as a financial adviser before moving on to Bradford & Bingley as an Independent Financial Adviser. He later joined HSBC, advising clients on their personal finances, and enjoyed a period working offshore in Malta. Today he specialises in helping our clients make the most of their retirement plans.

Simon is married with two grown up children, and out of work enjoys trying to keep fit. Running features heavily in this, and he modestly admits to having represented Great Britain at the marathon.