About Company Pension Review
Company Pension Review
Company Pension Review are a team of highly qualified and experienced Financial Advisers and Accountants who offer experience and advice with regards to existing and new Company Pension Schemes.
Each member of the Pension Adviser team have over 10 years UK Pension experience and a vast knowledge of the current Pension market.
All Advisers hold necessary qualifications to provide Pension Planning advice to companies and individuals. These qualifications include Chartered, Certified and Diploma Status in Financial Planning, along with a degree in Economics and Stockbroker qualifications.
Most of the Pension Adviser team work for AISA Professional, which is a chartered company and therefore part of a very small number of UK firms who hold this status as the highest obtainable qualification for an Independent Financial Practice.
All advisers work on a fee or commission basis and offer whole of market, also known as independent, advice as per their terms and conditions.
Payment structure options will be discussed during an initial phone call with the Financial Adviser before arranging a meeting. Some clients prefer to work on a commission basis whereas some clients would rather pay a fee for the advice and establishment of a pension scheme.
All advice is regulated by the Financial Services Authority.
To book an initial telephone discussion with an adviser please contact 0843 3179569 or complete our contact request form on the right.
Or write to us at:
Geordie Bulmer - Independent Financial Adviser - BA(Econ) DIPPFS
AISA Professional
Unit 4 Fordbrook Business Centre
Marlborough Road
Pewsey
SN9 5NU
Request information?
We are independent and only recommend UK's leading Life offices
Review the Estate Tax payable on death and assess options to reduce this where possible
- We can book an initial telephone appointment with an independent adviser who will review your circumstances and suggest whether action should be taken.
- An estate tax solution will only work if taken at least 2 years before the client passes away. Review your situation sooner rather than later.
Why speak to Estate Tax Review
- Our team of highly qualified independent financial advisers were awarded the Money Marketing Inheritance Tax planner of the year 2010 and work for a Chartered Financial planning advice firm.
- We have advisers throughout the UK and meet with clients at their preferred location, either at our offices of at their home address.
- The cost of our advice and ongoing service can be paid by fee or on a commission basis depending on clients preference.
- We aim to avoid using technical jargon when discussing an Estate Tax strategy as some terms are complicated and could confuse some clients. Our advisers look to ensure clients and their families fully understand their situation and the potential recommended solution.
Contact Us
If you have any questions or need help or guidance please call 0843 3179569