Get in touch

We would love to hear from you! Please fill out this form and we will get one of our pension agents to give you a call.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
03300 538 618
enquiries@pensiontracingservice.co.uk

Find Us on Maps

Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace.

This website describes our Pension Tracing Service. We are not affiliated with the Government’s Pension Tracing Service and if you have come to our site by mistake you can find the UK Government’s Pension Tracing Service here:

GOV.UK

Making a complaint

If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Quilter
SUNDERLAND
SR43 4JP
0808 171 2626
You can find more information by visiting the Quilter Financial Planning website.
Contact Quilter Financial Planning | Quilter
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.
www.financial-ombudsman.org.uk
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a Defined Benefit/Final Salary scheme is unlikely to be in the best interests of most people.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.
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