Free Initial Pension Advisers

Greater London Financial Planners

Take Control Of Your Financial Future

Welcome to Pension Advice London. We provide qualified, experienced and supportive financial advice across Greater London and the surrounding areas. Our advisers have extensive experience in the financial services industry. We listen to your needs and make appropriate recommendations in accordance with your objectives. We’ve helped people start their first pension, assisted others to switch their pensions and access their tax free cash and supported some clients to implement intergenerational wealth solutions.

From tracking down old pensions, understanding your pension statements, switching funds and managing your retirement funds, we can support you. Our initial conversations are free, so get in touch if we can help you.

There is no pension enquiry too large or small – we care about the people behind the numbers and making sure they have adequate support at every stage of their financial journey. At Pension Advice London you speak directly with a pensions adviser at all times and we would be happy to meet you at a time convenient for you. Our last meeting, whether face to face, on the telephone or remotely via Teams/ Zoom is 8pm at night.

If you would like to talk to Andy, please leave your details below and we’ll be back in touch soon.

Free Initial Pension Advice

All of our initial advice is conducted, free of charge. This includes meetings, consultations and discussing your needs. We want you to feel comfortable with your qualified adviser and confident you’ve made a great decision.

Your adviser will be Andy Mallon and his primary responsibility is to empower you with the knowledge to make accurate and informed decisions, exploring and detailing all of your options, without using complicated industry jargon.

Free Initial Pension Check

How Can We Help?

We provide the full range of financial solutions through our qualified and experienced advisers, paraplanners and administration team.

You’re in safe hands with us – here’s how we can help:

First Pension

Setup your first pension.

Pension Transfer

Consolidate and transfer pensions.

ISAs

Advice on stocks and shares or cash ISAs.

Unit Trusts

Advice on unit trusts.

Wealth Planning

Intergenerational wealth management.

Bonds

Onshore and offshore bonds.

Estate Planning & Wills

Support to shield your estate and protect family.

Protection

Financial protection solutions.

And many other solutions designed to financially protect you throughout your lifetime.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Frequently Asked Questions

Qualified financial advisers complete exams to allow them to offer qualified, regulated advice. It usually takes years to become qualified and gain the experience required to help clients with their financial planning. That’s why finding a friendly, approachable and trusted financial adviser is so important.

Some of the most common questions clients have are listed below, alongside the answers. However, if you have your own questions, please get in touch.

We offer a complete range of financial planning services, from pensions, bonds, SIPPs, Unit Trusts, Estate Planning and much more. Our objective is to understand your needs and help you financially plan for your future.

Your financial adviser, Andrew Mallon, is regulated with the Financial Conduct Authority (Reference number: AXM04247) and has been working in the financial services industry for over a decade!

You can check the FCA register and we would encourage you to do so before seeking financial advice from any organisation.

We don’t have a minimum threshold to help someone with their financial planning needs. We help everyone from 20-year-old self-employed business owners starting their first pension to 65+ year-olds who want to minimise their tax liabilities and create intergenerational wealth.

One of the most common requests we receive is from people who don’t have an adviser and want to find and/ or merge their old pensions into one manageable pension.

All pension advisers charge fees when work needs to be conducted (e.g. pension switching, setting up a new pension etc) and we’re very transparent about our costs. However, unlike many other advisers, we don’t charge fees at the initial stage. That means when you enquire and speak to your adviser you can receive a free consultation and talk through all of your needs for free. We’ll complete the initial stages so you get to know and trust your adviser.

We typically call you the same day you enquire and you can speak to a qualified adviser. If you wish to proceed with a solution your adviser will outline the timescales. Often we need to write to your provider on your behalf to fully understand your financial circumstances and this can take weeks to hear back. During this time, you will be kept informed of what’s happening.

Because our advisers are based in London we really enjoy meeting people face to face. Covid-19 stopped many of our face-to-face meetings, but where possible, we try to sit down, in-person to chat everything through.

We can also complete telephone and remote (Teams / Zoom) appointments if you would prefer.

Financial advice can leave non-affluent savers around £50,000 richer over 10 years

Source: International Longevity Centre (ILC, Press release)

Qualified Financial Planner

Complete the form below to have an informal chat with Andy! We want you to receive qualified advice as quickly as possible, so you’ll speak directly with Andy who will listen to your needs and recommend how to proceed.

The initial conversations are free and if any fees are required to be charged, you’re made aware of these in advance.