We will review your existing pension arrangements, usually without any cost or obligation. We find many clients don’t know where their pension is invested and often the current investment doesn’t match how much risk they wish to take with their money. We look in detail at Charges and returns. We also look at what features and flexibility clients require and whether their current plans offer what is needed. If and when we make a recommendation to make any changes we will be clear about the costs involved. We will often recommend clients should stay with their existing plan – many clients at that stage decide to retain us as their adviser on an ongoing basis [ this does involve an ongoing charge], we will then review the pension every year to ensure it continues to be the suitable for the client’s requirements.
Direct Wealth Management Ltd
Unit Gf 3A, John Long Trade Park, 29 Ystrad Rd, Fforestfach, Swansea, SA5 4LH
T: 01792 709084 E: firstname.lastname@example.org
Direct Wealth Management Ltd is directly authorised by The Financial Conduct Authority.
FCA Registration no. 765903 Registered Office: Unit Gf 3A, John Long Trade Park, 29 Ystrad Rd, Fforestfach, Swansea, SA5 4LH
© Direct Wealth Management 2018. All rights reserved.