Specialist

Pensions Advice’

Transferring a defined benefit pension and other similar specialist areas of pension advice, can sometimes require the service of an independent financial adviser with appropriate qualifications.

Greg has provided advice as a pension transfer specialist for over 15 years, meaning that specialist services such as defined benefit transfer and divorce settlement advice are available.

Our approach to such work is to model potential outcomes very thoroughly, so that the risks being undertaken can be appropriately quantified. We are efficient, as a result of the experience we have in these areas, but the advice always puts the financial interests of the investor at the heart of the process.

At Wake up your Wealth, we are a company that works exclusively for our long term investors and such specialist services are only available to investors that we already advise; or those who are looking for an ongoing working relationship with a trusted adviser. Transactional services are not provided in these specialist areas.

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