ASK YOURSELF THE FOLLOWING QUESTIONS
AND IF YOU ANSWER YES TO SOME OR ALL,
THEN IT COULD BE TIME TO CHANGE YOUR
SIPP/QROPS PROVIDER!

ARE YOU UNHAPPY WITH THE SERVICE YOU ARE RECEIVING FROM YOUR EXISTING FINANCIAL ADVISOR?

ARE YOU UNHAPPY WITH THE GROWTH OF YOUR SIPP/QROPS FUND?

DO YOU NOT GET A REGULAR CURTOSY E-MAIL OR CALL FROM YOUR FINANCIAL ADVISOR?

DOES YOUR FINANCIAL ADVISOR NOT CARRY OUT A FULL FINANCIAL REVIEW ON YOU AT LEAST EVERY 6 MONTHS?

DO YOU NOT GET A STATEMENT AT LEAST ANUALLY REGARDING YOUR INVESTMENT/S?

DO YOU NOT GET A QUARTERLY E-MAIL KEEPING YOU UP TO DATE WITH GOVERNMENT LEDGISLATION THAT COULD AFFECT YOU AND YOUR INVESTMENT/S?

IF YOU E-MAIL YOUR FINANCIAL ADVISOR DOES HE/SHE NOT GET BACK TO YOU AT LEAST WITHIN THE SAME DAY?

IS YOUR FINANCIAL ADVISOR UNAVAILABLE AT WEEKENDS TO SPEAK TO?

HAVE YOU NEVER SEEN OR HEARD FROM YOUR FINANCIAL ADVISOR SINCE YOU INITIALLY DID BUSINESS WITH THEM?

It’s a sad fact but many financial advisors especially offshore ones offer very poor customer after care.

Also many people are members of very poor performing pension schemes with very high charges.

We will always endeavour to find you the best performing pension fund/s, with the lowest charges whilst giving you excellent customer after care.

WE OFFER THE FOLLOWING INCENTIVE FOR ANYONE WISHING TO TRANSFERR THEIR EXISTING SIPP/QROPS UNDER OUR EXCELLENT INVESTMENT ADVISOR TEAM
IF YOU TRANSFER YOUR EXISTING SIPP/QROPS TO US WE WILL GIVE YOU A “CASH INCENTIVE” OF £24,000!
(Offer based on a total pension fund transfer of £200,000 based on a cash gift of 12% of total transferred pension fund. There are no limits to the size of cash gifts on larger or smaller pension funds. Cash gift can be used for any legal purpose)

WHY DO WE DO IT?
The answer to that is simple!
We want you as a long term client because if your pension fund grows well then we will be paid an annual commission.
If you are happy with the service we give you then you are likely to remain a client for many years to come.
You may also tell other people who you know about us and they may become clients as well.