Pension Review - Advisor Recommendation Required
Pension Review - Advisor Recommendation Required
Author
Discussion

anonymous-user

Original Poster:

69 months

Monday 22nd February 2016
quotequote all
As I'm 53 this year I thought it timely to do a review of all my pension arrangements.

Can anyone recommend a good independent advisor in the Bourne, Lincolnshire area (PE10 0AB).

Thanks
Gary

PS. Have posted in the Finance Forum too.

marcosal

396 posts

220 months

Monday 22nd February 2016
quotequote all
There is a free web based search service that will allow you to trace financial adviser firms in your area (www.unbiasedfinancialadvisors.co.uk/‎).

You can then check the results on the Register of firms on the Financial Conduct Authority website. ignore any firms that do not employ a "Pensions Transfer Specialist"

Having narrowed done your search look at your shortlisted firms websites and run a Google search for any customer reviews.

Good luck

anonymous-user

Original Poster:

69 months

Tuesday 23rd February 2016
quotequote all
Many thanks Allan, that's really useful.

anonymous-user

Original Poster:

69 months

Tuesday 23rd February 2016
quotequote all
Looks like the site won't list IFAs - it just selects one for you. I put my postcode in and got an email saying a firm in Central London would be in touch!!

I'll do some other cross referencing on the FCA site with local google searches.