Buying Process

How we can help:

First place you should look

All providers available

We are totally independent

We do the paperwork for you

No salesman will call

You speak to us only

It’s a complicated subject

We research your holdings for you

We help you make the right decision

Fund research facility free

Member log in to view your holdings

Fund switching options

We offer a quick easy service

No compromise on quality

First rate service

Quick Enquiry

First Name *
Surname *
Telephone *
E-Mail Address *
Best time to phone *
Brief description of enquiry

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 have determined whether you are able to have a Pension plan and how much you wish to spend each month. 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.

First Place Financial for stress free financial advice