A better future starts today.

We are a national independent financial advisor firm.

A small friendly company, who are looking to help you
make the best choices with your money, tailored to your
individual circumstances.

Our Services

Company Pension Transfer

Transfer a frozen company final salary scheme or money purchase pension scheme that you were a previous member of into a single pension plan you can be any age.

Pension Transfer

Transfer one or more personal pensions and or past company schemes into a single pension plan, you can be any age.

Tax Free Cash

You can get your Tax Free cash from your current personal pension, frozen Personal Pensions or previous company schemes you are no longer a member of from age 55 onwards.

Pension Drawdown

You can transfer some or all of your old pension schemes into a Flexi Access Drawdown to get your Tax free Cash and extra income if you need it from age 55.

Annuity

Use some or all of your pension fund to buy an income for life better known as an annuity. There are various types available to suit all.

Impaired Annuity

If you smoke or you are in less than good health an Enhanced or Impaired Annuity may give you more income.

Average Pension Transfer Figures 2018/19

219 Final Salary Pension Transfers Per Day

£241k Avg. Transfer Value for a £10k p/a Pension at age 65

£1.93b Per year being transferred out of DB schemes

Why you should use us

Over 32 years of experience in Financial Services
Very competitive fee structures
Access to our initial advice and ongoing advice and review process
Only the best products and providers used
Flexibility of product and fund selection
Extensive industry experience
Directly Authorised by the FCA

Contact us to discuss your finances

We specialise in all aspects of personal finance and will personally call you back to discuss your requirements and help you make the best choices for your individual circumstances.

No hidden fees. No pressure sales. Let's secure your future together.

Covid-19 Update - We can now offer remote meetings and electronic signatures. Please choose this option in the form. We can still offer in person meetings if required.

Arrange a callback

What Our Customers' Say

Dear First Place Financial Ltd Thank you for your help with my transfer. I have now been able to use the Tax Free Cash to reduce my mortgage which has made me better off each month. Things are looking up. Mr A. from Newcastle

Having bought my flat from the council a few years ago they decided to re roof the block and whilst it was free to council tenants, those like me who had bought in good faith were sent a bill from the council for our share of the cost. Thanks to your help we were able to get his money by way of Tax Free Cash from one of my old pensions and we were able to settle the council bill without any further borrowing. Now the income pays for a nice holiday each year. Mr & Mrs G. from Glasgow

We asked for help regarding our retirement planning. First Place Financial Ltd were able to check every policy that we had and then offer relevant and clearly understandable advice to us about what we can and can’t do and as such we formulated a plan which was best for us. Thank you so much for all of your help. Mr & Mrs P. from Devon