Unlock the potential with Equity Select
Offering friendly, unbiased pension 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.
Not sure if you need pension advice?
You don’t need to know what you want to do yet. You don’t need to move or consolidate anything. The first conversation is simply to understand your position and see how we can help. Most people we speak to aren’t looking to make a decision straight away – they just want clarity
You might benefit from a pension conversation if any of the following sound familiar:
I have one or more pensions and haven’t reviewed them for a while
I’m approaching retirement and unsure what my options are
I don’t know whether flexi access drawdown or an annuity would suit me
I’d like to understand the tax implications before making any changes to my pension
I’m thinking about retiring early but not sure I can afford to
I want a second option, not a sales pitch
Allan has supported me over several years throughout the process of purchasing a home, including navigating the challenges of multiple sales falling through. Throughout it all, he has been incredibly knowledgeable, patient and supportive, always making himself available at short notice to offer advice and guidance whenever needed. He found us a very good mortgage deal which we were beyond happy with.
I have also purchased insurance through Allan, and he took the time to find the best prices to suit our budget, making the entire process seamless and completely stress-free.
His services are very reasonably priced, and his expertise, professionalism and friendly approach have made what has been an extremely stressful few years so much easier to manage.
I genuinely cannot thank Allan enough for everything he has done for me over the years and I wouldn’t hesitate to use him again. I wouldn’t look to go anywhere else and would wholeheartedly recommend Allan and his company to anyone. Thanks Allan!
Equity Select take a potentially stressful situation, and make it simple and transparent with clear communication throughout. I can highly recommend Allan and his team.
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.
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.
