Outstanding!
Having spent most of my working life trying, often unsuccessfully, to pin down “professionals” willing to provide clear, upfront quotes, my heart sank when I was told that transferring my three private pensions would require the involvement of a financial adviser.
I initially contacted an adviser recommended by my pension provider and, as I feared, they declined to provide even an indicative fee, despite being supplied with full and up-to-date valuation details.
I then contacted The Pensions Advisor, and the contrast could not have been greater. Although my pensions were identified as “complex”, the fee structure was explained clearly and unambiguously from the outset, which was exactly what I was looking for.
The entire process, from first contact through consultation to completion of the transfers, was straightforward, well managed, and supported by exemplary communication throughout (thank you, Julie 😊).
Subsequently, an issue arose with my workplace pension after the provider had given me incorrect information, making a further transfer necessary. I contacted Sarah, explained the situation, and she immediately agreed to facilitate the additional transfer at no cost to me, an entirely unexpected but hugely appreciated gesture.
My dealings were primarily with Julie and Sarah, and I can honestly say that I have never encountered a more helpful, professional, and genuinely client-focused business in my entire working life.
The Pensions Advisor are quite simply outstanding, and to borrow a well-worn piece of advertising jargon: “If Carlsberg did financial advisers…”
19 December 2025
Unprompted review