Are you in need of a pension review in Brighton and Hove?

Would you like a free initial pension review (with no obligation) from an independent chartered financial planner?

Paul Clifford, our independent financial adviser at Clifford Osborne, has over 15 years of experience in helping people get the best out of their pensions. He specialises in pre and post retirement planning and offers advice to private individuals, businesses, solicitors, accountants, corporates and more. Learn more about Paul Clifford and the team and our range of pension and other IFA services.

What will a Pension Review entail?

A pension review with our advisers in Brighton and Hove will include:

• Looking at how well your pension is performing – identifying if you’re taking too much or too little of a risk, whether you will have enough income for you when you retire and more
• Checking your pension plan has no valuable safeguarded benefits or annuity rates attached to it as well as checking if these could potentially be lost on a pension switch or transfer
• Our detailed report and a copy of the research we carry out on your behalf
• A discussion of our recommendations to you. This could be switching or transferring your frozen/paid up pension pot
• Only if you choose to accept our recommendations will you incur any charges. These will be fully explained to you at the beginning of the process.

Usually a pension review process takes between four to six weeks. If you agree to a pension transfer then this could take a further four to six weeks.

You can trust our Pension Review specialists in Brighton & Hove

• For four years we have been rated in the top 250 advisers in the UK by VouchedFor based on client recommendations – See some of our recent reviews
• We provide face-to-face regular meetings and commit to placing your interests first
• We offer Clear and prompt communication with no financial jargon
• You will be able to log in to your secure Personal Financial Portal (PFP) to view you funds’ performance
• Clifford Osborne are members of SOLLA – the Society of Later Life Advisers
• Our advisers have more than 15 years experience giving pension review advice in Brighton, Hove and East Sussex
• We’re always open, honest and transparent
• Being independent and not tied to any institution, our advice is based on the best solution for you
• You will be working with highly qualified Chartered Financial Planners with a pension specialism

Clifford Osborne also offer professional financial advice on mortgages, investments, retirement planning and much more. Our office is based in Eastbourne, East Sussex and we work with clients across Brighton and Hove.