Pension Offices
Winterbourne Trustee Services Ltd
Winterbourne Trustee Services Ltd is a financial services company located in Salisbury, England. They specialize in pension offices and provide expert advice and guidance to clients. With a commitment to excellence, Winterbourne Trustee Services Ltd strives to help their clients achieve their financial goals and secure their future.
Introduction to Winterbourne Trustee Services Ltd
Winterbourne Trustee Services Ltd is a UK-based company that provides pension trustee services and financial services to clients. The company was founded in 2005 and has been serving clients for over 15 years. What makes this company unique is its commitment to providing personalized services to each client, ensuring that their unique needs are met.Services & products
Winterbourne Trustee Services Ltd offers a range of services, including pension trustee services, trustee secretarial services, and independent trustee services. Additionally, the company provides financial services such as investment management and financial planning. Customers can rely on the company to provide expert advice and guidance on all matters related to their pensions and finances.Location
Winterbourne Trustee Services Ltd is located in the Oakridge Office Park, in the town of Whaddon, Salisbury. The area is home to a variety of businesses, including a number of financial services companies, making it a hub for those seeking financial advice. Customers can expect a sophisticated and professional atmosphere when visiting the Winterbourne Trustee Services Ltd office. The nearest public transportation options are the Whaddon bus stop (0.2 miles), the Salisbury train station (5.1 miles), and the Southampton Airport Parkway train station (22.5 miles).Benefits
Customers should choose Winterbourne Trustee Services Ltd for its personalized services, expert advice, and commitment to meeting the unique needs of each client. The company has a team of experienced professionals who are dedicated to providing the highest level of service to clients. Additionally, the company's focus on transparency and integrity ensures that customers can trust the advice and guidance they receive.Good to know
Customers should be aware that Winterbourne Trustee Services Ltd only provides services related to pensions and financial planning. Additionally, the company does not provide legal advice or tax advice.Reviews
Customers have praised Winterbourne Trustee Services Ltd for its personalized service, expertise, and attention to detail. Clients appreciate the company's commitment to meeting their unique needs and providing tailored advice and guidance. Overall, customers have reported high levels of satisfaction with the services provided by Winterbourne Trustee Services Ltd.Amenities
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free consultation -
investment advice
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tax planning
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retirement planning
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financial planning
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investment management
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pension advice
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risk management
FAQ
What types of pension plans do you offer?
We offer a range of pension plans including defined benefit, defined contribution, and self-invested personal pensions (SIPPs). Our team can work with you to determine which plan is best suited for your needs and goals.Can you explain the fees associated with your pension plans?
Our fees vary depending on the type of pension plan and the services you require. We are transparent about our fees and will provide you with a detailed breakdown before you make any decisions. We strive to keep our fees competitive and fair.How do you ensure the security and safety of my pension funds?
We take the security and safety of our clients' pension funds very seriously. We work with reputable financial institutions and have strict protocols in place for managing and monitoring investments. We also regularly review and update our security measures to ensure they are up to date and effective.What is the process for accessing my pension benefits?
The process for accessing your pension benefits will depend on the type of plan you have and your individual circumstances. Our team will guide you through the process and provide you with all the information you need to make informed decisions.Can you provide references or testimonials from satisfied pension plan clients?
Yes, we can provide references and testimonials from satisfied pension plan clients. We are proud of the relationships we have built with our clients and the level of service we provide. Please contact us for more information.Reviews
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Lisa Good
Very long unnecessary drawn out process to have my pension transferred. Having to pay to produce documents that are not needed, waste of mine and my new pension providers time. Rude and patronising....Steer clear!
30-05-2018
