Pension Advice Specialists

Independent Financial Adviser  Marshall House, Sale, M33 6HE
First meeting at adviser's own cost
Helping people look after their retirement. A robust, unbiased, and client-focused advice service for those planning for retirement and their long-term future.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Matt Lynch DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Mr David O'Connor APFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

Pension Advice Specialists are a team of highly qualified and knowledgeable professionals focused on helping you understand and plan for your financial future.

We provide holistic financial advice for individuals on a range of investments, savings, retirement planning, and non-investment insurance such as life assurance, private medical insurance, and critical illness cover.

As an independent provider, your best interests are always front and centre of what we do. Unlike restricted or tied financial advisers we search the whole market, looking for the option that best fits your circumstances and your future lifestyle goals.

Our dedicated team works with you to provide a service that is flexible and tailored to suit your needs. From straightforward matters to complex circumstances, our experience and detailed support is only ever a phone call or email away.

Our services

We can help you with any of the following:

- At retirement advice: Guidance on the best course of action for accessing your pension and managing your finances throughout retirement.

- Defined Benefit Pension Transfer Advice: Looking to transfer your Defined Benefit Pension to a SIPP or personal pension product? We can help you understand your options and find the optimum choice for you.

- Pension Funding: Learn how you can contribute to your pension in the most tax-efficient way.

- Investment Planning and Portfolio Advice: Discover how you can make your money work for you.

- Personal Pensions: Get advice on personal pension products and understand which are best suited for your retirement objectives.

- Company Pensions: Learn about your workplace pension and how best to utilise it for your retirement plans and objectives.

- SIPPs, ISAs, Unit Trusts/OEICs, Life Assurance, Critical Illness Cover, Income Protection, Tax Planning, Inheritance Tax, Estate Planning.

Where to find us
Head office address: Marshall House, 2 Park Avenue, Sale, M33 6HE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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