Pension Transfer Specialist - Arthur Browns Wealth Management
Arthur Browns Wealth Management is a financial services company based in Leeds, England. They specialize in pension transfer and are known as Pension Transfer Specialist. The company is committed to providing expert financial advice to their clients and helping them achieve their financial goals. They offer a range of financial services and are known for their expertise as financial advisors.
Introduction to Pension Transfer Specialist Arthur Browns Wealth Management
Arthur Browns Wealth Management is a financial services company that specializes in pension transfer. With over 25 years of experience, the company has established itself as a trusted and reliable source of financial advice. The company's mission is to help clients maximize their retirement income while minimizing risk. What sets Arthur Browns Wealth Management apart is its personalized approach to financial planning, tailored to each client's unique situation.Services & products
Arthur Browns Wealth Management offers a range of services, including pension transfer advice, retirement planning, investment management, and tax planning. The company's team of experienced financial advisors works closely with clients to understand their goals and develop a customized financial plan to achieve them. Clients can also choose from a range of investment products, including stocks, bonds, and mutual funds.Location
Arthur Browns Wealth Management is located in the vibrant city of Leeds, in the north of England. The company's office is situated on the 1st floor of Titan House, in the heart of the bustling Horsforth district. Horsforth is a popular destination for shopping, dining, and entertainment, with a wide variety of businesses and amenities. The area is well-connected by public transportation, with the Horsforth train station just a short walk away. Other nearby transit options include the Horsforth bus station, and the Horsforth station taxi rank.Benefits
Clients choose Arthur Browns Wealth Management for its personalized approach to financial planning, its experienced team of financial advisors, and its track record of success. The company's focus on pension transfer and retirement planning ensures that clients are well-prepared for the future, with a secure and stable income in retirement. The company's commitment to transparency and client education also sets it apart, ensuring that clients are fully informed and empowered to make the best financial decisions.Good to know
Clients should be aware that pension transfer is a complex process that requires careful consideration and expert advice. Arthur Browns Wealth Management is committed to helping clients navigate this process, but it is important to understand that there may be risks and potential costs involved. Clients should also be aware that financial planning is an ongoing process, and that their financial plan may need to be adjusted over time to reflect changing circumstances.Reviews
Clients have praised Arthur Browns Wealth Management for its knowledgeable and friendly team of financial advisors, its personalized approach to financial planning, and its commitment to client education. Many clients have noted that the company's pension transfer advice has helped them secure a more stable and secure income in retirement, while minimizing risk. Overall, clients appreciate the company's honesty, integrity, and dedication to their financial well-being.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
FAQ
What experience does your company have in providing financial advice?
We have been providing financial advice for many years and have a team of experienced financial advisors. We have helped numerous clients with their financial planning needs and have a strong track record of success.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the client's needs. We offer a free initial consultation to discuss the client's needs and provide a transparent breakdown of our fees before any work is carried out.What types of financial products do you offer?
We offer a wide range of financial products, including pension transfer advice, investment planning, tax planning, and inheritance tax planning. Our financial advisors work closely with clients to determine which products are best suited to their individual needs.How do you determine the best financial strategy for your clients?
We take a holistic approach to financial planning and work closely with clients to understand their goals and aspirations. We then develop a customised financial plan that takes into account their current situation and future aspirations. Our financial advisors use their expertise to recommend the best products and strategies to help clients achieve their goals.Can you provide references from satisfied clients?
Yes, we are proud to have many satisfied clients who have benefited from our financial advisory services. We can provide references upon request and encourage potential clients to read our testimonials and reviews online to get a sense of the high level of service we provide.Reviews
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TonyCClark
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.
29-09-2022
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Catherine Higson
I never even got a reply. What a waste of time. Don't bother.
29-05-2022
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Doug Moseley
I have no hesitation in recommending Phil. Very fast, very efficient and very professional.
29-05-2022
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Janet Ellins
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 .
29-05-2020
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Wild Arthur
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
29-05-2019
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Martin Whyte
Was very unsure about the process of transferring my pension. Went to see Phil and he explained the process which removed any doubts that I had. Would recommend to anybody who is thinking of transferring. Myself and 2 colleagues transferred at the same time and since then Phil has helped several more colleagues. The fees are reasonable too. No hesitation in recommending Phil.
29-05-2019
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Karl Mullen
29-05-2019
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Tom Aitchison
Phil advised me when I decided to opt out of my final salary pension. I found his advice to be invaluable and Phil dealt with the processes involved in an efficient and professional way .
29-05-2019
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christopher lee
29-05-2019
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Clare Humphrey
29-05-2019
