Pension Transfer Specialist - Leeds

Address: 1st Floor, Pension Transfer Specialist, Titan House, 13 Station Rd, Horsforth, Leeds LS18 5PA, United Kingdom.
Phone: 3300433467.
Website: pensiontransferspecialist.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Pension Transfer Specialist

☎️3300433467

⏰ Open Hours of Pension Transfer Specialist

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: 9 AM–12:30 PM
Sunday: Closed

About Pension Transfer Specialist

Pension Transfer Specialist, located at 1st Floor, Pension Transfer Specialist, Titan House, 13 Station Rd, Horsforth, Leeds LS18 5PA, United Kingdom, stands out as a reliable financial advisor specializing in pension transfers. Their address is easily accessible, featuring a wheelchair-accessible entrance, parking lot, and restroom, ensuring convenience for all clients.

Contact Information

For those seeking guidance, Pension Transfer Specialist can be reached at 3300433467 or via their website pensiontransferspecialist.co.uk. Their phone number and website provide straightforward access to their services.

Specialties and Services

As a Financial Planner, Pension Transfer Specialist offers comprehensive services tailored to individual needs. Their expertise lies in managing pension transfers, a critical service for those looking to optimize their retirement savings. Key specialties include:

Pension Transfer Guidance
SIPP Management
Online Appointments
Onsite Services

What Sets Them Apart

Client feedback highlights several standout qualities:

Phil, presumably their lead advisor, is praised for being sensible, reasonably priced, and highly knowledgeable.
The company offers online appointments and onsite services, catering to various client preferences and needs.
Testimonials reflect a high level of satisfaction, with an impressive average opinion rating of 4.7/5 based on 12 reviews.

Experience and Accessibility

Pension Transfer Specialist's approachability is enhanced by their wheelchair accessible facilities, demonstrating a commitment to inclusivity. Their services extend beyond easy access, offering a personal touch with both online and onsite consultations. This ensures that regardless of one's mobility, expert advice on pension transfers is just a phone call or website visit away.

Making Contact

For individuals seeking clarity on pension transfers or looking to secure a smoother retirement transition, Pension Transfer Specialist is an invaluable resource. With their impressive track record and customer-centric approach, reaching out through their website is a step towards a more manageable financial future.

Whether you're considering a defined benefit pension or simply need expert advice on managing your retirement funds, Pension Transfer Specialist is equipped to provide the guidance you need. Don't hesitate to book an appointment, either online or by phone, to take the first step towards financial peace of mind.

Remember, your retirement journey deserves careful planning and expert advice. Pension Transfer Specialist stands ready to assist you with all your pension transfer needs.

👍 Reviews of Pension Transfer Specialist

Geoff T.

5/5

I had a defined benefit pension, where the benefits did not work for me, and performance was poor with high charges. It was proving difficult to move because of the requirement for a pensions IFA to give advice. Phil was great, very sensible and reasonably priced advice. The transfer happened and the money is now in my SIPP. I would 100% recommend Phil for pension transfer work. Thank you.

TonyCClark

5/5

I came to Arthur Browns Wealth Management after being turned down twice with two other transfer specialists, Phillips guidance though an extremely arduous procedure, coupled with his professionalism and tenacity in dealing with my “less than helpful” final salary pension provider has achieved what was looking like the impossible. It is without any hesitation l give Phillip 5 stars for the service he has provided.

Martin W.

5/5

Was very unsure about the process of transferring my pension. Went to see Phil and he explained the process which removed any doubts that I had. Would recommend to anybody who is thinking of transferring. Myself and 2 colleagues transferred at the same time and since then Phil has helped several more colleagues. The fees are reasonable too.
No hesitation in recommending Phil.

Wild A.

5/5

I retired early at the age of 55 last year, there was a lot of talk at work about the benefits and risks of leaving a final salary pension scheme. I needed to get some professional advice, and I was given Phil Handley’s details by a colleague at work.

I met with Phil and discussed what I wanted to do with my pension. After researching the industry, he advised on a scheme that was similar to the one I had been looking at, only this scheme was better. He sent me a bespoke report, with his analysis, which showed the best scheme that would fit with my needs. I decided to transfer my company pension into a low risk investment drawdown scheme.

Phil is very professional and explains everything in minor detail, there are no up-front fees and he is very thorough in making sure you are in full control of your decisions through his advice.

It’s one of the best decisions of my life, I can now plan and manage my pension to suit my needs
Phil is a genuine good guy and would definitively recommend him to anyone seeking similar advice on one of the most important decisions of your life. I am still able to call on him with any questions I might have about my scheme and he is happy to help.

I have already recommended him to other colleagues at work and friends who are seeking similar advice

Dean E

Janet E.

5/5

Right from the outset , Phil Hanley put us at ease and filled us with confidence that We required . He was always on hand to help us when ever we needed information or advice . It really couldn’t have been easier . Overall it was a very easy process, I just wish I had sought out the services of Smith Robinson Ltd sooner .

Tom A.

5/5

Phil advised me when I decided to opt out of my final salary pension. I found his advice to be invaluable and Phil dealt with the processes involved in an efficient and professional way .

A M.

5/5

Absolutely outstanding service I received from this company from start to finish, highly recommend and trustworthy

Doug M.

5/5

I have no hesitation in recommending Phil.
Very fast, very efficient and very professional.