Looking for a Pension Specialist  Adviser?

Meet our team of qualified pension advisers, dedicated to providing expert guidance on all your pension needs. With a wealth of experience, they specialise in pension transfer, consolidation advice, and free pension reviews.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
SPEAK TO AN ADVISER

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

Meet Our Expert Pension Advisers

Our qualified team of pension advisers are located up and down the United Kingdom. Our expert advisers offer advice in all areas of pensions - from defined contribution and final salary/defined benefit plans to pension transfer and pension consolidation specialist advisers.

Alex Hudson

Financial Planner
DipFA, CeMAP, CeRER
 "I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term."
about alex

Charles Boyd

Financial Planner
DipPFS, CertSMP, Cert CII (MP & ER)
"I take the time to thoroughly understand my client's unique financial situations, providing tailored advice that helps them achieve a secure retirement."
about charles

Chris Milczarek

Financial Planner
MLIBF, DipFA
"I am dedicated to providing comprehensive pension reviews, helping clients looking to maximise their retirement benefits and achieve financial peace of mind."
about chris

Daniel Pyle

Financial Planner
MLIBF, DipFA, CertLTCP
"By staying up-to-date with the latest pension regulations and trends, I ensure my clients receive the most relevant and effective advice."
about daniel

Dean Fermie

Financial Planner
DipFA, CeMAP
"I believe in a client-first approach, always prioritizing their best interests when advising on pension transfers and consolidations."
about dean

James Black

Chartered Financial Planner
BA (Hons) APFS, Cert CII (MP)
"As a Chartered Pension Adviser, I provide expert, personalized guidance to help clients make informed decisions about their retirement planning and pension management."
about james

James Grant

Financial Adviser
Chartered ALFBF
"With my extensive experience in final salary pensions, I provide in-depth, personalized guidance to help clients navigate their defined benefit plans and secure a comfortable retirement."
about James

Lidia Hossell

Financial Planner
DipFA, CeRER
"My goal is to simplify the pension planning process, making it accessible and stress-free for all my clients."
about lidia

Mike Smith

Financial Planner
DipPFS
"As a specialist in pension transfer and consolidation, I provide personalised guidance in view to help clients aiming to optimise their retirement savings and simplify their pension arrangements."
about mike

Paul Janes

Director
DipPFS, CertCII, CeRER
"I am the Director of Beals Wealth Management and I am still an active Financial Planner looking after a number of clients. I take pride in my department delivering a professional and timely service."
about paul

Trevor Wallbridge

Senior Financial Planner
CeMAP, DipFA
"My commitment is to offer clear, concise, and actionable advice, empowering clients to make well-informed pension choices."
about trevor

Will Ashley

Financial Planner
DipFA, CeMAP, CeRER
"I prioritize building strong, trusting relationships with my clients, offering personalized pension advice that aligns perfectly with their long-term financial goals."
about will
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 pension is unlikely to be in the best interest of most people.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
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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