Quote requests for Financial Consultants in King's Lynn

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  • Financial Consultants, King's Lynn

    Closed Steven Williams | Verified Request | 0 Question(s) | 0 Offer(s) | Monday 17 January 2022

    Hello I am transferring my defined benefits company pension scheme to a SIPP, and to do that an IFA needs to complete a form saying that it's been explained to me that I would be giving up defined benefits for unknown benefits. I already know where I will be transferring my pension pot to.....Vanguard. I used to work in banking and was a Financial Advisor myself so I understand these matters. If I were to have an appointment with your company, what would be the charge for completing this paperwork be? Many thanks Steven WilliamsRead more