At First Trust Finance we aim to help our clients with all their financial commitments.

We recognise that one of the most important financial decisions you have to make concerns your pension.

Most clients tell us that they are sold a pension and then receive no ongoing advice - unfortunately this tends to result in a retirement that falls financially short of what was planned.

We offer a comprehensive pension planning service which includes the following:-

Pension Switching


Do you have existing pension plans that you wish to consider switching to a new provider? We will carry out a full review of your pension. If it is appropriate to switch the pension to a new provider we will manage this process from start to finish. Where it is not appropriate to switch the pension, we will tell you. We will not let you switch pension unless its right for you.


Regular Contribution Pension


Do you feel it’s time to start planning for your retirement? If you don't have anything in place at the moment then we can help you set up a new pension. Its never too soon to start.


Single Contribution Pension


Do you or your employer wish to invest a lump sum into your pension? Again we can help.


Reassurance


If you have a pension but are not too sure if it's performing at the level you expect why not talk to one of our advisors. We will give you honest advice on the best options for you.

Why not complete our contact form so we can arrange for one of our specialists to contact you. You can then start planning for a prosperous retirement knowing that you have a suitable pension in place that will be reviewed regularly to ensure that you get the most from your money.