Pensionhelp
Pensionhelp is a financial advisory firm that provides advice on Defined Benefit pensions. They assist clients in determining whether to transfer their pension benefits to alternative arrangements.
- Pension transfer assessments
- Retirement planning services
- Defined Benefit pension advice
Locations
Competitors
Hilltop Financial Planning is an independent financial advisory firm based in Manchester, specialising in pensions, investments, and retirement planning.
Wayne Austin IFA is a financial advisory firm that offers personalised financial advice services to clients in Altrincham and beyond.
Lifetime Group is a leading UK wealth advisory firm that focuses on delivering bespoke, long-term financial planning solutions.
Truity Wealth Management is dedicated to providing tailored financial planning to both private and business clients, focusing on building long-term relationships based on trust and integrity.
Capstone Financial is a financial advisory firm based in Manchester, specialising in tailored financial planning and investment management services.
Company Details
Pensionhelp is operated by Pensionhelp Limited and is a Active company incorporated on 12 February 2015 with the registered office located in Manchester, Greater Manchester. Pensionhelp Limited was registered 10 years ago.
Status
Active
Size
Small
Directors
4
Age
10 years old
Employees
104
Turnover
£9.97M
Total Assets
£10.12M
Cash in Bank
£8.25M
Total Liabilities
-£3.05M
Teams
21
8
5
4
3
6
Compliance Director • Joined Sep 2017
Head Of HR • Joined Mar 2018
BUSINESS RELATIONSHIP MANAGER • Joined Aug 2016
Finance Director / CFO • Joined Oct 2020
Case File Fact Finder & New Client Manager • Joined Aug 2021
Independent Financial Advisor / Pension Transfer Specialist Supervisor • Joined Feb 2018
Pension Specialist • Joined Nov 2019
Advice Support Supervisor • Joined Jul 2019
Pension Transfer Specialist • Joined Mar 2021
Pension Transfer Specialist • Joined Mar 2021
Finance Director / CFO • Joined Oct 2020
Pension Specialist • Joined Nov 2019
Pension Transfer Specialist • Joined Mar 2021
Independent Financial Advisor • Joined Mar 2021
Assistant Management Accountant • Joined Nov 2022
Paraplanner • Joined Mar 2021
Paraplanner
Independent Financial Advisor • Joined Oct 2017
Advice Support Team Leader • Joined Sep 2021
Advice Support Administrator • Joined Jan 2021
Advice Support • Joined Mar 2020
Advice Support Team Leader • Joined Apr 2021
Complaints Handler • Joined Dec 2020
BUSINESS RELATIONSHIP MANAGER • Joined Aug 2016
Advice Support Administrator • Joined May 2019
Advice Support Administrator • Joined Jan 2021
Head Of HR • Joined Mar 2018
Finance Director / CFO • Joined Oct 2020
Advice Support Team Leader • Joined Sep 2021
Advice Support Team Leader • Joined Apr 2021
Compliance Director • Joined Sep 2017
Case File Fact Finder & New Client Manager • Joined Aug 2021
Independent Financial Advisor / Pension Transfer Specialist Supervisor • Joined Feb 2018
Advice Support Supervisor • Joined Jul 2019
College Student
New Case & Fact-Find Team Leader • Joined Apr 2021
View 21 members