We review your pensions and provide individual advice from one of our pension advisers.
Free with no obligation – One of our regulated advisers will discuss everything with you on a phone call then send you a suitability report.
If you choose to go ahead, we will organise your pension switch to your new provider.
Up to 3% of your pension fund (e.g £50,000 fund would be a fee of £1,500) – We only recommend switching your pension if it’s in your best interests.
We can provide ongoing advice to ensure your pension continues working hard for you. 1% per annum from your pension fund (e.g £50,000 fund would be a fee of £500) – You decide whether to take this and have the option to switch this off at any time.
Direct Wealth Management Ltd
103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.
T: 01792 966860 E: email@example.com
Direct Wealth Management Ltd is directly authorised by The Financial Conduct Authority.
FCA Registration no. 765903 Registered Office:103 Silk House, Park Green, Macclesfield, Cheshire, SK11 7QJ.
© Direct Wealth Management 2018. All rights reserved.