In 70% of cases we find people a better pension
Our advice is impartial and comes with no obligation
Our pension professionals search the whole of the market
We review your pension each and every year

What we do

We give you impartial, expert and ongoing advice for your pension; from an initial no obligation review right through to your retirement.

We find and review your pension.

We tell you how it’s performing and how much you’re being charged.

If your pension is fine where it is, we’ll tell you.

If we think you could do better, we’ll tell you.

This review will cost you nothing and there’s no obligation to go further.

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We’ll schedule an annual review call to discuss your pension’s performance in detail.

Our Pension Professionals will report back on your retirement savings and whether they are still in the best place to help you achieve your goals.

If any adjustments are needed, we’ll let you know so that you can be confident your pension is working for you.

We’re also on hand all year, every year, until your retirement, to answer your pension questions as your needs change.

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How we find the best pension for you

1

We book in a call with you to find out as much about your current pension as possible.

2

We contact all your providers on your behalf and create a bespoke report with our findings.

3

We schedule a call time to suit you to discuss your options; including whether it’s better to switch or stay where you are.

Working with all the UK's leading pension providers including

Our customer feedback

David

Design Engineer, likes the outdoors and lives in Darlington.

The advisers are very knowledgeable and if you have questions they are unable to answer at the 
time they always come back in a short space of time. 
I would recommend Profile Financial to anyone thinking of taking out a pension review. "

Sonia

Sonia lives with her husband and stepchildren in Buckinghamshire.

I was particularly impressed with how Profile fed back to me throughout. I have to say I was very happy with their service and how my Financial Adviser explained everything in a very straightforward way. He also didn’t put me under any pressure to make changes, so I felt comfortable and confident about trusting his recommendations when it came to transferring my pension. "

Robin

A milkman from Barham, Suffolk.

Profile advised that I should switch my pension to LV because it had better long-term prospects. I decided to take their advice and move my pension and I’m glad that I did! Profits have climbed nicely since it was opened just a year ago. I’m very pleased! "

Pete

An IT professional from London

The IFA gave me some of the information that I already knew and he supplemented that with current information about my pension performance, how that compared to the market, what the fees were and other plans and providers and what returns they were getting. I imagined that I’d be given a lot of facts of information, which I was, but in manageable chunks over the course of the call. "

Our customer reviews

Profile in the press