Unlock the potential with Equity Select
Offering friendly, unbiased financial advice
Pension Advice Burton-on-Trent
Whether you are planning for retirement, managing investments, or ready to start accessing your pension, Equity Select combines local expertise with national experience to help you achieve your financial goals. Based in the heart of Burton-on-Trent, Equity Select provides fully independent financial advice to clients across Staffordshire and the East Midlands.
Frequently Asked Questions
Our simple 6-step process
- 1
Initial Meeting
To help us learn a bit more about you and how we can help, we have a short, initial meeting to get known each other a little better. It is also your opportunity to decide if we are right for you, helping you understand our service, the likely costs and agree next steps. - 2
Fact Find Session
During the meeting we will discuss your current situation and what you would like to achieve over the coming years. We’ll discuss your existing savings, investments, pensions and current debts. This part of the process is where we can really get to know you and start to create a plan for your future. - 3
Presentation Meeting
This next step will provide you with a full review of your finances as well as an action plan and investment proposal to help improve your position and address any concerns. There is usually between 2 and 6 weeks between the Fact Find Session and Presentation meeting depending on the complexity of your situation and the amount of time required to prepare all the relevant paperwork. - 4
Implementation
After the Presentation Meeting the next step is to implement the agreed plan of action. Most of this falls on us to arrange however there may be paperwork or signatures required from you along the way. During this stage we will keep you updated regularly and confirm once all the agreed points have been successfully actioned. - 5Check-in
This is a little check-in call, usually 6 weeks after all of the implementation process has been completed to make sure you are happy with your new plan and also answer any questions you have. - 6
Annual Review
Life has a way of throwing unexpected events your way, which can derail your plan if they’re not addressed. Plus, your goals and priorities may shift over time. That’s why it’s essential for us to meet regularly to keep your plan on track. We suggest meeting once every year.
Before our meeting, we’ll reach out to see what’s changed in your life and if there’s anything specific you’d like to discuss, including any new priorities or concerns.
During the meeting, we’ll revisit your goals, review investment performance, and explore tax planning, before focusing on your plan and discussing your future.
Afterwards, we’ll provide a new action plan for both of us to work on.
Please note there is an annual fee of 1.00% payable for this service based on the value of your investments.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual’s unique circumstances.
Allan explains everything clearly, takes the time to understand our circumstances, and always makes us feel confident that we’re making the right decisions for our future. Nothing is ever too much trouble, and he’s always approachable, responsive, and genuinely invested in helping his clients.
Thanks to Allan, we feel far more secure and informed about our finances than we ever have before. If you’re looking for a financial advisor who is knowledgeable, trustworthy, and truly cares, Allan is the one.
