Professional financial advice can save you considerable time and money, and provide the peace of mind that’s in such short supply in these confusing times.

Pensions used to be simpler back in the day, but the April 2015 pension freedoms reform in the UK gave people 55+ much greater freedom to access their pension pots. This created both great opportunities and risks. Navigating the complexity of UK tax law and the investment landscape can be a full-time job in itself, and mistakes can result in your nest egg getting depleted quickly. A professional adviser, on the other hand, will recommend the best decisions for your unique circumstances, with your financial needs and UK tax and pension regulations in mind.

For those aged 50 or over, a great place to start is by having a free pension guidance session from Pension Wise. Pension Wise is a government service that helps you understand what you can do with your pension and the tax implications of the various options open to you. They are however, unable to provide you with personalised recommendations for your specific financial circumstances.

In a nutshell: a much better experience at one-tenth of the price. Our process is completely online and on-demand, and we charge 10% of the usual adviser fee.

Traditional advice requires appointments, emails and lengthy phone calls. Financial advisers in the UK charge hefty fees – usually £2,000 to £3,000 or more – and in many cases earn much more from ongoing fees and commissions on the financial products they sell you. We only charge a one-time £300 flat fee (VAT included) to create a complete financial plan for your retirement, which also includes handpicked investment opportunities that we recommend without hidden costs, as we don’t get any commission.

AdviceBridge is on a mission to make sure that everyone has the support they need to take control of their finances. We are continuously improving and broadening our service. At the moment we are only able to help clients who fulfil the following criteria.

• You are resident and domiciled in the UK
• You are generally in good health
• You do not have any unsecured loans
• You are not currently contributing to pensions with safe-guarded benefits such as a final salary pension
• You do not own any buy-to-let property or any non-standard investments
• You do not receive any means-tested benefits
• You would like to plan individually, not as a couple

To check your eligibility click here for the full list.

Yes, we are authorised and regulated by the Financial Conduct Authority. We also participated in the FCA’s Advice Unit initiative, and our services are covered by the Financial Services Compensation Scheme (FSCS).

AdviceBridge is delivered under license by NB Dhanuka Investment Management, which is registered in England & Wales with company number 10465716. Our FCA registration number is 779505.

The past performance of any investment is not necessarily a guide to future returns. The value of investments or income from them may go down as well as up and therefore you may not necessarily get back the amount you invested. 

Tax and Pension rules are also subject to change. This could have a material impact on your outcomes.

We go above and beyond to protect our clients’ privacy and confidentiality. Any data you provide is protected with  secure encryption and regulated under GDPR. While your advisers will contact relevant institutions on your behalf, with your written consent, AdviceBridge has no access to your accounts, funds or investments. Please read our privacy policy for further details.