Case Studies

Mr T was advised by Braemar Financial Planning, who were a member of IFA Network Limited, to transfer his National […]

Mr W was advised by The Investment Company, who were an authorised representative of Sesame Limited, to transfer his Ministry […]

Mr J was advised by Royal Life, who are now a part of Phoenix Life, to transfer his Armed Forces […]

Mr M was advised by Chadkirk Wealth Management Ltd to transfer his Scottish Widows personal pension into a Novia SIPP […]

Mr C was advised by a representative of Reliance Mutual, now Utmost Life & Pensions, to transfer his Armed Forces […]

Mr D was advised by Pearl Assurance, who are now a part of Phoenix Life, to transfer his previous Mineworkers’ […]