Call us on 01772 804 404 (Mon-Thurs 9am-8pm Fri 9am-5pm)

Our Company

We’re on a mission to make pension advice accessible. So see what makes us tick – and meet our expert team.

Our mission

Our mission is to help people better understand their pension (s), allowing them to be more informed and ultimately better off in retirement. Pension advice for the majority of people has all but disappeared from the high street or is simply too expensive and millions of people are being ignored or forgotten by the financial industry. Many pension savers don’t know what pensions they have and many lack detailed information about them including what they are worth and what that will ultimately mean for them in retirement. This low level of engagement is likely to result in poor outcomes for the typical UK pension saver. That’s where we come in. We provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be our customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. We can help with the rest.

Meet the team

Leadership

Jordan Mayo

Jordan Mayo

Chief Executive Officer

Mohamed Brahim

Mohamed Brahim

Chief Technology Officer

Julia Swain

Julia Swain

Chief Customer Officer

Simon Vella

Simon Vella

Chief Marketing Officer

Adam Wearing

Adam Wearing

Chief Financial Officer

Advisers

Jimmy Clancy

Jimmy Clancy

Pension Adviser

Alistair Crook

Alistair Crook

Pension Adviser

Stephen Doyle

Stephen Doyle

Pension Adviser

 Andrew Finn

Andrew Finn

Pension Adviser

Michelle Gribbin

Michelle Gribbin

Pension Sales Director

Paul Hepplestone

Paul Hepplestone

Pension Adviser

Samantha Packham

Samantha Packham

Pension Adviser

Paul Rowe

Paul Rowe

Pension Adviser

Chris Whitehead

Chris Whitehead

Pension Adviser

The Team

Our promise to you

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We are not tied to anyone and always work in your best interests

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We strip out the jargon to help you make the right decisions

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We'll tell you if we can improve your pension or not

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