New Grove House
Murray Road
Orpington
BR5 3QY
Formed in 2007 to provide advice on pension transfers, switches and at retirement options and also to assist people to understand and take advantage of the pension freedoms introduced in 2015.
The business has subsequently grown to also provide this service to other financial advisers who do not have the special permission to advise on pension transfers.
Authorised and regulated by the Financial Conduct Authority, registration number 465051.
We have the special permission to advise on pension transfers and opt-outs.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.