Pension Review Advice Brighton & Hove

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.

Don’t Get Stung

Don’t get caught out by pension scams – read our short post and if you don’t talk to us make sure you speak to a Regulated Independent Financial Adviser.

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.

“We required advice on finding the best value on buying the best pension with the pot that was available. Paul was very thorough and talked us through the options that were available to us. We were kept informed all the way through the process. If we require financial advice in the future, we wouldn’t hesitate to use to use this company again.”
Pat, Brighton
“Paul took the time to thoroughly understand my needs and requirements regarding my pension arrangements and before undertaking painstaking research on my behalf.His advice was given in a clear and concise manner which made my decisions easy to make.”
Kevin, East Sussex
“We found that Paul understood what we wanted from our pensions and savings, probably more than we did. His advice and knowledge were instrumental in securing the best possible return we could get.”
James, East Sussex

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    We are not tied to any financial institution and therefore offer you truly independent advice

    A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.

    If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.

    We are happy to serve clients with any level of wealth.

    Call 01323 403 444 or use our secure form via the button below.