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Welcome to Financial Elite Ltd.'s review service for Allied Dunbar Policyholders

 

What Our Clients Say

"simple and efficient"

I found the whole process simple and efficient... I have recommended your website to a family member

Mrs. B. H.
Tonbridge

What our Clients say

Why use us?

icon1No obligation
Our service is free & so is the adviser’s initial telephone consultation.

icon2Quick & Easy
No need to research an adviser yourself – we'll do it for you.

icon3Confidential
Our service and our recommended advisers' is confidential and discrete.

If you have a former Allied Dunbar pension plan (now managed by Zurich), we suggest you should at least have it reviewed by a qualified pensions adviser to look at its costs and performance, in comparison to today's stakeholder-style pension options. Many older pension policies were sold with high built-in charges which may not have been made too clear at the time. Why waste money on a poor performing pension when a switch might improve your fund by ,000's over the years?

Or, you may be about to take your benefits from an Allied Dunbar pension and do not know about your options: whether to accept an annuity offer from them or look for a better one on the open market, the different annuity options you should consider, or indeed whether you should look for an alternative to an annuity altogether!

We offer a FREE service matching you with a fully qualified Independent Financial Adviser ("IFA") who has the right pensions qualifications and experience for your needs, and is local to your home or work.

An initial discussion will be free of charge or obligation. Frequently, a simple review of your pensions situation, with basic guidance on your options, will also be available at no cost - ask the adviser (this would not apply to detailed a review or complicated situations).

Many financial decisions are of critical importance, and you cannot afford to get them wrong. You need (and should expect) the best quality advice to help you choose the correct course of action. IFA's cannot be specialists in all fields, which is where we come in. We will recommend and put you in touch with an IFA from a major national company, local to your home or work, who has the right qualifications and skill set for your specific needs.

Make Enquiry

By completing the enquiry form we will recommend a qualified pension IFA , who will contact you same or next working day to discuss your case. This initial discussion will be free of charge or obligation.