Let's Discuss Your Retirement Strategy
We respond to all inquiries within one business day. No automated replies, no sales pressure.
We respond to all inquiries within one business day. No automated replies, no sales pressure.
47 Wellington Street
Manchester M12 5PB
United Kingdom
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
When you reach out, we'll schedule an initial conversation to understand your situation. This preliminary discussion is complimentary and helps us both determine if we're a good fit.
If you decide to proceed, we'll outline which service best matches your needs and provide a clear timeline for delivery.
If you already know which service you need, visit our services page to request it immediately.
View ServicesNot ready to commit? Read about our approach and see if our methodology aligns with your expectations.
About Our ApproachHave a specific question about pensions or our process? Email us directly and we'll respond with a straight answer.
Send EmailInitial consultations can be conducted by video call or in person. We find video works well for most clients and saves travel time. In-person meetings are available at our Manchester office.
Most new clients are scheduled within 5-7 business days. If you have urgency due to a pending transfer deadline or imminent retirement, let us know and we'll prioritize accordingly.
Yes. We serve clients across the United Kingdom. Most of our work is conducted remotely with document sharing via secure portals.
For the initial conversation, just have a general sense of how many pensions you hold and your target retirement age. Detailed documents come later once we've agreed to work together.