Active seniors riding bike - Pension Advisers Bristol

At Churchill Wealth Management all our pension advisers are pension transfer specialists and Chartered Wealth Managers and as such are qualified to the highest level.

Whether you are looking to start a personal pension, transfer a final salary scheme into a money purchase arrangement or establish an auto enrolment scheme, our pension advisers will be able to guide you through the process using straightforward everyday language.

> Independent Pension Advice

Our pension advisers offer fully independent financial advice and as such we are not tied to any particular range of products or services. This means that we are able to select the products and service which are best suited to the client’s individual circumstances and objectives. We aim to develop bespoke pension plans for our clients and over the long-term ensure that our clients’ pension plans are monitored. There are many retirement options to consider and we explain each of these to our clients before they make any financial decisions.

> Our Qualifications

All of our pension advisers hold Chartered status which is the highest professional membership level available. In order to achieve this status our advisors have had to demonstrate and maintain an extremely high level of continuous professional development. Our advisors also hold specialist pension transfer qualification including the Chartered Insurance Institutes AF3 qualifications and the London Institute of Banking and Finance Award in Pension Transfers. These specialist qualifications allow our advisors to provide advice on pensions that include guarantees such as final salary pensions.

Our advisers will constantly keep up to date with the complex and ever changing world of pension legislation ensuring that you are in safe hands. Pensions are notoriously confusing and part of our strength is being to communicate the options clearly to the client and make the recommendation that best suits their needs.

We do not charge for the initial meeting. If you would like to learn more about the services we offer please do not hesitate to contact us.

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Pension Advisers Bristol

To book an appointment with our pension advisers, please contact Churchill Wealth Management on 0117 923 7652 or click here to use our contact form »


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