What our clients say
We chose the name of 3 companies/individuals from the ‘unbiased’ website and decided that Blackstone Moregate (David Bright) were best placed both technically and location wise to provide us the financial consultations we required.
Their response to our initial request was both timely and informative. The advice provided was always very clearly explained in terms that we could understand and also what options were available with my pension pot.
Our plans with regard to what we wanted to do with the pension were discussed with David Bright at length over several meetings and the final proposed option exceeded our expectations with what the pension pot could give us as opposed to leaving the funds in my company pension scheme.
Finally, David Bright continues to provide excellent post transition support to us and we hope to continue to enjoy and maintain this relationship going forward.
We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances of getting approved were slim at best and that we should be prepared to wait up to a year for the transfer to complete. We were fortunate enough to be recommended to Blackstone Moregate through a friend. From the outset Richard and colleagues from Blackstone Moregate assured us that the transfer wouldn’t be a problem and that even given the complex nature, they would be able to turn this around for us very quickly. I wouldn’t usually make a recommendation, but I can honestly say the service we received was “first class”. The team were always very responsive to emails and phones calls and guided us through every step of the process. In my opinion they went out of their way to explain things in precise detail, provided much needed reassurance and met some difficult deadlines imposed upon us. My thanks once again to Richard and the team
Vijay Thakkar and Blackstone have helped us with financial planning for 17 years. Over that time he has helped us think about what we are trying to achieve and how we might put that into practice. What we also value is the ‘no pressure’ approach that comes with the good advice we value. We are reasonably financially aware and had noted the high transfer values available on final salary schemes. We were also aware of the utility of DC schemes to shelter IHT. The report from Blackstone confirmed our thoughts and we decided to transfer the pension after discussing the pros and cons with Blackstone. Vijay’s team did a great job of getting the transaction done in short order to make up for our slowness! Excellent attention to detail and personal service as ever.
Final Salary Transferwise (an initiative of Blackstone Moregate) was set up to answer the need for plain talking, honest and transparent final salary pension transfer advice.
Final Salary Transferwise have the technical expertise and knowledge, with more than 70 years of collective experience in pension advice. Our strength is that we listen and truly understand what drives you and then pools the relevant expertise to give you the best independent advice together with all the relevant facts so that you can make an informed decision.
We want to keep you, and the people who rely on you, safe in retirement.
Please try our interactive calculator to see what your pension fund might be worth in retirement and then answer some simple questions to see if transferring your final salary pension would be worth exploring further.
Final Salary Transferwsise are experts in providing pension advice. The market for final salary pension transfers has exploded and the temptation to “cash in” has never been greater.
To assess whether a transfer is right for you, we conduct a thorough, holistic review of all your financial affairs, including your assets, income, background, goals and risk appetite.
Our pension specialists will help assess whether your retirement income will last your entire life and that the money will never run out.
The result is a fully-informed, professional, transparent and personal recommendation about whether a transfer is suitable for you.