The Process

The process is very simple and transparent

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1. 15-minute Discovery call

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2. Online Financial Review Form & Attitude to Risk complete (15 minutes to complete)

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3. Signed Letter of Authority to get information on your past pensions

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4. We complete a full and thorough independent report and analysis of your best options with your past pensions and future pension contributions

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5. Zoom or face to face meeting to go through this report in detail (40 minutes)