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

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Welcome

Fed up of the complexity of pensions and lack of impartial advice for you? Profile provides an impartial, pension review. (With no obligation to do more.) Call us and get advice from an experienced financial adviser. Not a telesales script. We’ve helped over 9,000 consumers get a better pension and have helped them transfer £420M in pension savings. See what they say about us here and on independent review sites.

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What We Do

Everyone's pension needs are different depending on your age, savings, and personal circumstances. But we advise customers in one of the following ways.

Pension Review

Check the health of your retirement savings with no obligation to do more. Could we get you a better deal?

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Pension Transfer/Switch

If you want to move or consolidate your pension, we take care of it. Hassle free.

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On-going Annual Advice

Receive ongoing financial advice on your pension, year after year.

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How It Works

Over the past three years we have refined our process to make it as easy as possible for you to find a better deal on your pension. Take a look at how to get started.

Step 1

Get In Touch

Either give us a call, or contact us online. Our forms are very quick and easy to complete. We only need a few details from you to get started

Step 2

Speak to our friendly Pension Professionals

If you submit an enquiry online, one of our friendly advisers will give you a call from our Preston office to learn more about you and your pension requirements. Look out for a call from an 01772 phone number

Step 3

Complete a form and pop it in the post

Once we have confirmed all of your details we’ll ask you to sign a Letter of Authority which is a regulatory requirement to enable us to retrieve the pension information and start the review process

Step 4

Relax while we review all of your pensions

We’ll do all the hard work of reviewing all of your pensions, their performance and the annual management charges you are paying. We’ll then be in touch to book in a call with one of our fully qualified Independent Financial Advisers to give you our recommendation. If your pension is fine just where it is, we’ll tell you!

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Testimonials

Some of the good stuff people say about us. (You can try and find bad stuff on independent sites like Reviews.co.uk. But over 70% of our customers award us 5 stars (out of 5) for our service).

Tim Neems

Tim, a keen walker, is 62 and lives in Exmouth, Devon.

My Financial Adviser was particularly helpful and gave excellent advice. I’m really pleased with the pension comparison I got from Profile and I’m confident that my pension fund is now in the best place, and that the annual review will make sure it stays that way.


David Kellett

David lives in Barnsley

I checked out the Financial Conduct Authority’s website, did some online research, and had conversations with number of different people at Profile before going ahead. And I was very happy with what I got from my Financial Advisers, who gave me very clear and far more appropriate advice than I’d ever had before.

Sonia Sparkes

Sonia is married, and 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.

Get Advice Today

Why phone. Why not meet face-to-face? Because it's simpler. And more flexible. We can be available at a time that suits you. And it's one of the ways we keep any fees low. So give us a call.

Call us on: 01772977426 or

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