Independent financial advice
Retiring, or reviewing a pension?
Get advice you can act on.
Speak to a qualified adviser by telephone, wherever you are in the UK. The first conversation has no charge and no obligation.
Standard drawdown or switch on £75,000normally £3,750
Our advice is a paid service. How our fees work
Online and face-to-face meetings by arrangement.
Your questions. Your priorities.
A clear next step, together.
Start with what matters to you
What is the decision
on your mind?
Taking money from my pension.
How much could you take, how should you take it, and will it last? Plan your retirement income.
Pension drawdown advice 02 / ANOTHER PENSIONReviewing another pension.
Thinking about moving or combining a pension? Find out whether moving is right for you.
Pension switch advice 03 / INVESTING & BUSINESSInvesting, or planning beyond my business.
Investing an inheritance, building savings, or bringing company and personal plans together.
Wealth & investments 04 / EXISTING CLIENTSI’m already a client.
Found another pension or thinking about taking income? Check what your current service covers.
What your service coversAlso: Business owners · Mortgages · Protection · SIPPs & commercial property
How it works
Four clear stages.
You decide at each one.
- 01
A first conversation
No charge, no obligation. We discuss your decision and whether we can help.
- 02
A personal recommendation
We research your options, compare costs and explain the risks in plain English. The fee is agreed before paid work starts.
- 03
Put it in place
We carry out the implementation agreed with you.
- 04
Ongoing reviews, if you choose
A separate service, normally 0.6% or 0.75% a year on the assets it covers.
5% of the value the advice covers
Normally no more than £8,000 for pension and investment switches and new drawdown.
If our advice is to keep your pension where it is, we do not normally charge. Provider and investment costs are additional.
Full fees and examples ↗︎A firm, not just one adviser
Qualified advisers.
One firm behind your plan.
Your plan is looked after by The Review Business, not by one person alone. If your usual adviser is away, on leave or retires, another qualified adviser here picks up your file, so your advice and reviews carry on.
About the firm ↗︎Google reviews
4.5 / 5
From 11 Google reviews. Checked 3 November 2026. Ratings can change.
Read the reviews ↗︎Common questions
Before you get in touch.
Can’t I just use Pension Wise?
You can. It is free, and it explains your options in general terms. What it cannot do is look at your situation and tell you what to do: it cannot recommend specific products or advise on what is best for you. And if a decision made using guidance later turns out to be unsuitable, you cannot complain to the guidance provider.
That is what we do. Ring us and we will talk it through.
See the comparison ↗︎Do I need a large portfolio?
No. There is no general minimum portfolio size. We consider your circumstances, the work needed and whether the service represents value for you, and explain the scope and fee before paid work starts.
I already pay an ongoing fee. What if I need new work?
We check your current agreement first. Included reviews, routine withdrawals and agreed phases do not attract another initial fee. A new assignment outside that service has its own scope and fee, agreed before work begins.
What your service covers ↗︎