Pension Transfers – Gold Standard

Article by Phil

The Personal Finance Society (PFS) has recently launched the concept of a “Gold Standard” kite mark for advice firms providing defined benefit (final Salary) pension transfers.
As Pension Transfer Specialists with specific expertise in this area, we have applied to the PFS for the permission to display the new Gold Standard. Hopefully, the standards will start to be awarded soon. Watch this space.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to

Awards and Accreditations

Pension Transfer Gold Standard
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F

Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.

Mrs V

Did not expect anything other than a professional service. Excellent.

Mrs L