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Pension Transfer Specialist

4.7(12 reviews)See reviews ↓·Leeds

What customers say

Based on genuine customer reviews

Horsforth clients seeking pension transfer advice appear frequently in feedback, with several customers noting that other transfer specialists had previously declined their cases. Phil is named repeatedly, and his clear explanations are credited with removing doubts about a process that many had found daunting. Reviewers describe advice that was sensible and reasonably priced, and the result for one client was a transfer into a SIPP after a defined benefit scheme with high charges was left behind. A recurring point is Phil’s persistence when confronted with unhelpful final salary pension providers, completing transfers that had looked unlikely to proceed.

Clients recall being supported before and after the work, with communication described as prompt and reassuring, and they mention being put at ease from the outset. The speed of the service is noted alongside an approachable manner, and colleagues of existing clients have subsequently used the firm for similar work. The recurring theme is pension transfer expertise, delivered with tenacity and a willingness to explain each stage until clients felt confident, with fees considered reasonable throughout.

Reviews

Reviews are taken from publicly available sources.

GT
Geoff Titmuss10 December 2024

I had a defined benefit pension, where the benefits did not work for me, and performance was poor with high charges. It was proving difficult to move because of the requirement for a pensions IFA to give advice. Phil was great, very sensible and reasonably priced advice. The transfer happened and the money is now in my SIPP. I would 100% recommend Phil for pension transfer work. Thank you.

AM
A M3 July 2024

Absolutely outstanding service I received from this company from start to finish, highly recommend and trustworthy

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TonyCClark14 September 2022

I came to Arthur Browns Wealth Management after being turned down twice with two other transfer specialists, Phillips guidance though an extremely arduous procedure, coupled with his professionalism and tenacity in dealing with my “less than helpful” final salary pension provider has achieved what was looking like the impossible. It is without any hesitation l give Phillip 5 stars for the service he has provided.

CH
Catherine Higson8 June 2021

I never even got a reply. What a waste of time. Don't bother.

DM
Doug Moseley2 June 2021

I have no hesitation in recommending Phil. Very fast, very efficient and very professional.

JE
Janet Ellins24 January 2020

Right from the outset , Phil Hanley put us at ease and filled us with confidence that We required . He was always on hand to help us when ever we needed information or advice . It really couldn’t have been easier . Overall it was a very easy process, I just wish I had sought out the services of Smith Robinson Ltd sooner .

WA
Wild Arthur4 May 2019

I retired early at the age of 55 last year, there was a lot of talk at work about the benefits and risks of leaving a final salary pension scheme. I needed to get some professional advice, and I was given Phil Handley’s details by a colleague at work. I met with Phil and discussed what I wanted to do with my pension. After researching the industry, he advised on a scheme that was similar to the one I had been looking at, only this scheme was better. He sent me a bespoke report, with his analysis, which showed the best scheme that would fit with my needs. I decided to transfer my company pension into a low risk investment drawdown scheme. Phil is very professional and explains everything in minor detail, there are no up-front fees and he is very thorough in making sure you are in full control of your decisions through his advice. It’s one of the best decisions of my life, I can now plan and manage my pension to suit my needs Phil is a genuine good guy and would definitively recommend him to anyone seeking similar advice on one of the most important decisions of your life. I am still able to call on him with any questions I might have about my scheme and he is happy to help. I have already recommended him to other colleagues at work and friends who are seeking similar advice Dean E

Financial advisers in Leeds compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 9 businesses in this category in Leeds are compared.

RankProviderRatingReviewsOpen Sat.
1Clarity Wealth Limited★ 5,083No
2Care Financial Services★ 5,046No
3Lazenby's Financial Services★ 5,042No
4The Financial Planning Centre Ltd★ 5,039No
5Vibrant Wealth Management Ltd★ 5,032No
8Pension Transfer Specialist (this page)★ 4,712Yes
Contact
+443300433467www.pensiontransferspecialist.co.uk1st Floor, 13 Station Rd, Horsforth, Leeds LS18 5PA
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
Saturday09:00–12:30
SundayClosed