Quick Enquiry
Buying Process Personal Pension review
- Complete our on line contact form with your name, e mail, phone number inc std code, best time to phone you plus a brief outline of your enquiry.
- As a result of this enquiry we will ring you to discuss the enquiry with no obligation.
- As a result of our conversation, should we be able to help you then we will need you to download the client authority form for each pension that you have and post it back to us. This gives us the ability to make enquiries only to any existing plans that you have and nothing else.
- Once we have obtained all information required we will be in touch with you with a summary of your current situation plus any recommendations that we may have.
- Should you wish to act on any of our recommendations then we will send the necessary forms to you for signing and return to us.
This is a complicated subject and our aim is to keep it as simple and as understandable as possible and not to baffle you with jargon or lots of figures.
Once you have signed and returned this to us we will log it onto our files and send the application to the provider specified and ensure that everything transacts as smoothly as possible.
