Profile Pensions

Restricted - Whole of Market  Profile Financial Solutions Ltd, Preston, Lancashire, PR1 3NU
First meeting at adviser's own cost
We specialise in reviewing your personal pension, finding a better deal to make your pension savings work harder for you
We can advise you on
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Pension consolidation
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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
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
James Clancy
Pensions Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Stephen Doyle
Pensions Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Paul Hepplestone
Pensions Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Andrew Finn
Pensions Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Paul Rowe
Pensions Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Alistair Crook
Pensions Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Samantha Packham
Pensions Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
Thank you for sorting out what had become to me a very messy unintelligible situation regarding my current pension state, we just did as we were recommended to when opting out of SERPS the first time round with little or no guidance, but now thanks to your help I have a greater understanding of what my pension means to me and my future.
Mr Chambers, Derbyshire
I was quite happy with the service I got from Profile Financial Services. They talked me through each and every step through the review and eventual transfer to a different pension scheme. I got my own financial advisor who was extremely patient and always happy to answer any questions I had, no matter how petty or pedantic they were, calmly and politely. My only criticism was the length of time taken between; first contact and the final receipt of my new pension portfolio. All in all though, they were very professional with their advice and information. I would, if the need ever arose, utilize their skills again.
Mr Pitchford, Wellington
Steve my advisor is excellent. Very professional, patient, understanding and friendly. I know nothing about pensions and Steve took the time to explain everything clearly. He happily answered all my queries and reassured me. His knowledge and experience is excellent, I felt confident in leaving everything in his capable hands. It was a relief to do so. Steve sourced the best pension option[s] for me and I have proceeded with his recommendation. I am very happy as a result. Steve's follow up is very good and I know I can call him anytime. He is a huge asset to your company.
Ms Geeringh, Glasgow
Having not really known what to do for the best with this pension over the past 13 years it was nice to get some independent advice which will hopefully continue in the future.
Mr Thomas, Manchester
I have been more than satisfied with the service from Profile, the pensions advisor was very thorough and his advice was very clear and precise. I was able to make a confident and determined decision to transfer my pension fund to another provider due to his advice.
Mrs Manktelow, Enfield
I found the service was of a high standard, with prompt and clear communications. The advice was helpful, and without pressure, so I could make my own decisions. I would be happy to recommend Profile Financial Solutions to others.
Miss White, Croydon
good advice friendly helpful service
Mrs Dawes, Manchester
Always a concern when dealing with large amounts of money over the phone. But happy to say review and phone call with adviser was very professional, very open with information on my existing pensions and the recommended future investment. Upfront with costs involved. My only concern was not receiving a closing letter from one of my previous investments about the transfer, but happy to login and see that all had gone ahead. That’s hope investment continues to grow!! Fingers crossed..
Mr Maddams, Bedford
Your review was very helpful and found me a better pension deal .very happy with what you did
Mr Powis, Bourne, Linconshire
About us

Profile Pensions is the UK's leading pension switching service, helping people increase their pension savings by switching their pension to a fund with lower annual charges.

We provide an easy to use telephone based service, with a no obligation pension review for customers. If you choose to take our advice, a fee is charged which we will tell you up front. We also give ongoing advice and support to our customers

With over 1000 reviews on TrustPilot and a rating of Excellent we encourage you to go and see what our customers are saying about us.

We are authorised and regulated by the Financial Conduct Authority (FCA).

Please contact us to find out how we can help improve your financial position.

Our services

We find the best pension for you.

Pensions taken out over 10 years ago have charges on average 4x higher than pensions today. Profile Pensions finds the best value pension for you.

Once we find the best value pension for you, we also manage this for you all the way through to your retirement.

To see how we do it, please have a look at our website.

Where to find us
Head office address: Profile Financial Solutions Ltd, Norwest Court, Guildhall Street, Lancashire, Preston, PR1 3NU
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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