Pensionexpert4u Limited

Independent Financial Adviser  Flat 804, London, Greater london, SW8 2AU
First meeting at adviser's own cost
Let us sort out your financial problems. Home visits available weekends/evenings. Free initial meeting
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Mark Brooke

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 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 a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

FCA regulated financial planning experts in pension and investment advice. Free initial meeting.

We offer pensions advice and can setup pension plans, advise on suitable investments, create financial plans, advise on drawing retirement benefits and undertake pension consolidation.

Our specialist areas include investment recommendations to receive a rising dividend and bond coupon income stream, retirement cash flow projections to ensure sustainable retirement income, investment performance and individual securities analysis.

We have expertise in later life care issues, addressing such matters as care home fees, equity release and inheritance tax planning.

We also offer "enhanced services"- including physical gold acquisition and offshore regulated storage solutions.

Let us help find solutions to your problems.

Our services

We are experts in pensions, investments and financial planning.

Where to find us

Flat 804, 2 St. George Wharf, Greater London, London, SW8 2AU

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
7.0/10
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FCA authorised
Last authorised 24th February 2020

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