What does it cost?
The first call is free. If we can help, we'll explain exactly what it costs before you agree to anything. No hidden fees, no pressure.
Trusted by over 7,000 clients — from straightforward setups to complex financial lives
Everything brought into one clear, working plan.
One clear plan for your whole financial life.
Pensions, investments, protection and mortgages rarely sit neatly in one place. We bring everything together, show you what matters, and give you straight advice with clear next steps you can actually act on.
7,000+ people helped
1,300+ ongoing clients
Since 2008
Who this is for
Different stage. Same need: a clear plan.
🌱
Just starting out
You've got a pension you've never looked at and savings earning nothing. We'll build you a plan that actually makes sense for where you're going.
📈
Building something
Family growing, income growing, complexity growing. We join everything up — pensions, protection, investments — so nothing falls through the cracks.
🎯
Retirement in sight
Old pensions scattered everywhere, no idea what you'll actually get. We consolidate, project your income, and show you exactly when and how you can stop working.
🛡️
Protecting what you've built
You've done the hard work. Now make sure it's structured properly — tax-efficient, protected for your family, and working as hard as you did.
Sound familiar?
The stuff that keeps you up at night — we sort it.
"I've got old pensions everywhere and no idea what they're worth"
We find them, review them, and show you exactly what you've got and what to do next.
"If something happened to me, my family would be stuck"
We put the right protection in place so your family isn't left guessing.
"My money is just sitting there doing nothing"
We build a structured investment plan so your money is working towards your goals — not gathering dust.
"I keep meaning to sort this but never get round to it"
One call. That's all it takes. We handle the rest.
Quick financial check
Is your financial plan actually working for you?
3 quick questions. 60 seconds. Find out whether your pensions, savings and protection are on track — or whether something needs attention.
No account needed. No spam. Just answers.
What's most on your mind right now?
When did you last have a proper look at your finances?
Roughly, how much do you have across pensions and savings?
Leave your details and we'll call you with a clear next step:
We'll call you within 24 hours. No spam. No pressure.
You're in.
We've got your details and we'll be in touch within 24 hours with your summary and to book your free call.
Can't wait? Call us now on 01332 418 005
What we do
Six areas. One plan. Nothing left unclear.
Most people have bits of their financial life scattered everywhere — a pension here, some savings there, protection they set up years ago and forgot about. We pull it all together into one clear strategy that actually makes sense.
Where most people start
Pensions & Retirement
Old pensions found and consolidated. Retirement income projected. A clear plan for when you can stop working and how much you'll have. This is what we're known for.
Talk to us about your pension →Investments & Wealth
Your money should be growing, not gathering dust. We build a structured investment plan around your goals — not a guess, not a gamble.
Grow your wealth →Protection & Insurance
If you couldn't work tomorrow, would your family be OK? We make sure the answer is yes — life cover, income protection, critical illness, all joined up.
Protect what matters →SIPPs & Commercial Property
Use your pension to buy your business premises and pay rent to yourself. We set it up, manage it, and keep it compliant.
Explore SIPPs →Mortgages
First home, next home, remortgage, buy-to-let. We find the right deal and make sure it fits your wider financial plan — not just the cheapest rate.
Get mortgage advice →Business & Corporate
Extract money tax-efficiently, protect the business if a key person goes down, set up workplace pensions. We join your business and personal finances into one strategy.
Talk business →About the firm
We don't push products. We solve problems.
Since 2008, we've helped over 7,000 people get their financial life in order. Not by selling — by listening, building a plan, and sticking with them year after year.
Many clients stay with us for years because we keep things clear, practical and joined up as life changes. We answer our own phones because we think that matters. And we're fully independent — so every recommendation is based on what's right for you, not what's profitable for us.
7,000+
People helped
1,300+
Ongoing clients
Since 2008
Still here, still independent
UK-wide
Clients across the country
We work for you — nobody else
No bank, no insurer, no product provider tells us what to recommend. That's what independent actually means.
FCA regulated. FSCS protection where applicable.
FRN 506519. Proper regulation, proper protection. You can verify us on the FCA Register.
We've seen it all — twice
60+ years combined experience across every market crash, tax change, and life event you can think of.
Google Reviews
Don't take our word for it
"I contacted The Review Business not knowing how to approach retirement, but they were fantastic, explaining my options and how I could get the most out of my pension. They brought together my two pensions and helped me take the 25% tax free cash and set up an annuity — with my medical condition they helped give me a better income than my previous provider could."
"Dealing with The Review Business was very helpful, they helped me understand my existing pensions. They gathered the information from my providers and explained the benefits of a new plan in simple English. I'm very happy with the advice I was given."
"The Review Business were very helpful and knowledgeable with my pension consolidation. It is so much easier to manage having everything in one place."
Testimonials are based on individual experiences and may not be representative of all clients.
Common questions
Straight answers before you speak to us.
If you've seen older Google results about guides, fees or pension reviews, this is the current version: simple, clear and specific.
Do I need to move all my pensions?
No. We review what you already have first. If keeping something where it is makes more sense, we'll tell you that.
Can you help if things are more complex?
Yes. We work with people at different stages, from straightforward setups to more complex financial lives, and bring everything into one plan.
Do I need to come into the office?
No. Many clients work with us by phone or video, and we keep the process clear and convenient from the first conversation onward.
Popular pages
Useful pages people actually look for.
About us
Who we are, how we work, and what independence means in practice.
What does it cost?
How the first conversation works and when costs are explained.
Retirement planning
Old pensions, projected income and clearer retirement decisions.
The Pension Guide
The current guide page for reviewing pensions before you move them.
Get in touch
One conversation could change everything.
The first call is free — no charge just to talk through your situation. If there's something we can help with, we'll tell you exactly what it costs before you commit to anything.
01332 418 005Mon–Fri, 9am–5pm
enquiries@thereviewbusiness.co.ukWe reply same day
Derby, DE22 3WZWorking with clients across the UK
EGB Financial Ltd trading as The Review Business
FCA firm reference number 506519 — verify on the FCA Register
Authorised and regulated by the Financial Conduct Authority
We've got your details.
Someone from our team will call you back shortly. If it's urgent, call us now on 01332 418 005.