Transferring pensions

You

Settle your financial future

If you are aged 55 or older and have a final salary or defined benefit pension, you may be seriously thinking about transferring out of your scheme. It’s one of the biggest financial decisions you’ll ever make, so it’s vital you make the right arrangements and consider the impact on your retirement income.

We work closely with our colleagues at Holborn Assets, who have extensive experience in all aspects of pension transfers for UK and overseas residents. Holborn Assets has Financial Conduct Authority (FCA) permissions to provide advice on pension transfers.

How we help

You can trust us to build a plan that works. We won’t let you down.

Specialist pension transfer advice

We work with our sister company, Holborn Assets, to offer a pension transfer advice service. They offer advice and investment expertise as well as products; they’re not just selling you a particular product.

Your long-term interests at heart

Holborn Assets are admired for their commitment to honesty and transparency. If they don’t feel that a defined benefit transfer is the right option for you, they won’t push you to make the wrong decision. Ultimately, they want what’s best for you.

Empower you to make a decision

The world of defined benefits can be confusing. You will come away fully informed about the pros and cons of any decision and be able to confidently decide what’s best for you. They’ll always be on hand to answer any questions.

Give you the gift of time

The Holborn colleagues will take over the responsibility and present your options to you clearly. They do the hard work for you. If you decide to go ahead, they'll help you invest your money and gradually withdraw it.

Your journey

Delivering on our commitment

To add value to your life, we will take you on our six-step client journey. Along the way, we’ll understand what’s going on in your head and agree on how we’ll solve your problems. We’ll look after you and focus on the best outcome for your specific needs.

The Client Journey

What our clients say

We could talk day and night about the value and expertise we provide, but our clients’ words matter the most.

As a business professional I have used Bridgewater Financial Services for help with my personal retirement planning both before and during my retirement. I am extremely pleased with the way they have taken time to understand my retirement wishes and my situation and explained the options available to me and the relative risks associated with them. I feel they maintain a deep and current understanding of the market and are able to communicate the relevant matters accurately and clearly.

Nick

I have had invaluable financial advice on my investments, pension and inheritance planning from Bridgewater for over 20 years. Chris has always been trustworthy, approachable, knowledgeable and given clear explanations to any questions. His friendly manner makes meetings/discussions with him a joy. I have no qualms in recommending his services.

Eric and Karen

Bridgewater Financial Services Ltd has given us solid and sound advice which has helped us plan our retirement. We get regular updates in a language we can understand. They are extremely helpful and patient when we have questioned advice and guidance. Highly recommended.

Tony

We've found Bridgewater financial excellent to deal with for our pension advice and would have no hesitation in recommending thier services. Chris is always most polite, professional and always responds swiftly to queries and found their advice invaluable.

Dominic

During my years with Bridgewater I have had consistently good service and advice resulting in my investment continually growing to my great satisfaction.

Frank

I know that if I email Chris, there will always be a prompt response. I can sure that there will be good and knowledgeable chat, the advice is clear and to the point.

Francis

Chris has been my financial advisor for 25 years. He is the consummate professional, demonstrating an excellent and precise understanding of my financial needs. Chris is willing to spend the time to establish all the details and the exact financial requirements. His advice in explaining more complex issues and then tailoring a bespoke solution are exemplary. I have no hesitation in recommending Chris and the team highly for clear, trustworthy, and long-term financial guidance.

Transferring pensions

Settle your financial future

How we help

Specialist pension transfer advice

Your long-term interests at heart

Empower you to make a decision

Give you the gift of time

Delivering on our commitment

What our clients say

Nick

Eric and Karen

Bridgewater Financial Services Ltd has given us solid and sound advice which has helped us plan our retirement. We get regular updates in a language we can understand. They are extremely helpful and patient when we have questioned advice and guidance. Highly recommended.

Tony

We've found Bridgewater financial excellent to deal with for our pension advice and would have no hesitation in recommending thier services. Chris is always most polite, professional and always responds swiftly to queries and found their advice invaluable.

Dominic

During my years with Bridgewater I have had consistently good service and advice resulting in my investment continually growing to my great satisfaction.

Frank

I know that if I email Chris, there will always be a prompt response. I can sure that there will be good and knowledgeable chat, the advice is clear and to the point.

Francis

Seamus