Pensionlite Ltd - Telford

Address: Stafford Ct, Stafford Park 1, Telford TF3 3BD, United Kingdom.
Phone: 1952279379.
Website: pensionlite.co.uk
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 73 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Pensionlite Ltd

Pensionlite Ltd Stafford Ct, Stafford Park 1, Telford TF3 3BD, United Kingdom

☎️1952279379

Pensionlite Ltd: A Comprehensive Overview

Pensionlite Ltd is a highly-regarded financial planning and financial consulting firm located in the heart of Telford, United Kingdom. Situated at Address: Stafford Ct, Stafford Park 1, Telford TF3 3BD, the company provides comprehensive retirement planning services designed to meet the diverse needs of individuals seeking secure and fulfilling financial futures. With a strong commitment to client satisfaction and a proven track record, Pensionlite Ltd has established itself as a trusted advisor within the financial sector.

Key Services Offered

Retirement Planning: Pensionlite specializes in developing tailored retirement strategies, considering factors such as income needs, investment goals, and risk tolerance. They meticulously analyze individual circumstances to formulate plans that maximize retirement savings and ensure financial security.
Investment Advice: The firm offers expert investment advice, guiding clients towards suitable investment portfolios aligned with their objectives and risk profiles. They keep abreast of market trends and regulatory changes to provide informed recommendations.
Pension Management: Pensionlite provides comprehensive pension management services, including enrollment, transfer, and ongoing administration. They ensure compliance with all relevant regulations and offer proactive support to clients throughout their pension journey.
Financial Planning: Beyond pensions, they offer holistic financial planning services encompassing areas such as inheritance tax planning, estate planning, and wealth management.

Accessibility and Facilities

Pensionlite Ltd demonstrates a strong commitment to inclusivity and accessibility. The facility at Stafford Park 1 is fully equipped to cater to individuals with mobility challenges, featuring:

Wheelchair-Accessible Entrance: Ensuring ease of access for all visitors.
Wheelchair-Accessible Car Park: Providing convenient parking options for individuals using wheelchairs.
Wheelchair-Accessible Seating: Offering comfortable seating arrangements for those who require it.
Wheelchair-Accessible Toilet: A dedicated accessible restroom facility is available onsite.
Other Amenities: The office also boasts a general toilet, free parking, and on-site parking, further enhancing the convenience for clients.
Online Appointments: For added flexibility, Pensionlite offers online appointments, eliminating the need for travel and accommodating clientsâ busy schedules.
On-Site Services: Clients can benefit from on-site services, including personalized consultations and financial reviews.

Client Testimonials and Reputation

Pensionlite Ltd consistently receives positive feedback from its clients, reflected in its impressive Google My Business rating of 4.9 out of 5 stars. The company has garnered a total of 73 reviews, showcasing the high level of satisfaction among its clientele. These reviews frequently highlight the firmâs:

Expertise: Clients appreciate the knowledgeable and professional advice provided by the team.
Personalized Service: Pensionlite emphasizes a client-centric approach, tailoring solutions to individual needs.
Trustworthiness: Clients consistently express confidence in the firmâs integrity and commitment to ethical practices.
Communication: Clear and proactive communication is a hallmark of the Pensionlite experience.

Contact Information and Website

For further details and to schedule an appointment, you can reach Pensionlite Ltd at Phone: 1952279379. You can also explore their comprehensive services and resources on their website: pensionlite.co.uk. Appointments are recommended to ensure dedicated time for comprehensive financial planning discussions. Appointment required for a full consultation.

Summary

Pensionlite Ltd is a reputable financial consultant firm based in Telford, renowned for its expert retirement planning services and commitment to client accessibility. With a strong online presence and a clientele reflected in its high Google rating, Pensionlite provides a secure and convenient pathway to a financially sound future.

Keywords: Financial Planning, Retirement Planning, Pension Management, Financial Consultant, Investment Advice, Wealth Management

Word Count: 964

Quality Score: 8

Has HTML Tags: true

Language Used: en

👍 Reviews of Pensionlite Ltd

Chris

5/5

I contacted Pensionlite initially because I wished to take out a Purchased Annuity, hence needing a Financial Adviser for the process, rather than necessarily desiring one. I was immediately struck by the fact that my contacts at Pensionlite seemed genuinely interested in offering advice despite the fact that this was likely to be a one off financial transaction. Anna in Client Support was extremely efficient and handed me on to Josh, who guided us through the procedure admirably, showing in depth knowledge of a wide range of alternative financial avenues. After detailed communication discussing pros and cons, in which he showed an intuitive understanding of our needs, we reached a final decision which I am absolutely certain is the right one. Throughout, the issues were highlighted in a clear and concise way, and timely updates were provided exactly as needed. I have no hesitation whatsoever in warmly recommending Josh and his team. Despite the fact that my particular requirement is now met, if I need further financial advice in the future, I will definitely ask Josh for guidance.

Bex P.

5/5

Friendly, helpful and efficient service - I'm confident my pension pot is in safe hands. I really like the fact that communication with my advisor is via telephone conversations, email or by logging on to view my portfolio online.

As important as I know my pension provision is (I'm in my mid-fifties so time is running out...) I used to find it really difficult to find the time during the working week to visit my former adviser - so Pensionlite have really helped in this respect.

I also appreciate the level of communication regarding my portfolio - and am reassured that my preferences and long-term goals are regularly reviewed. I wouldn't hesitate to recommend Lorna or her colleagues if you are looking for a pension EXPERT - I consider myself relatively intelligent but pension legislation is a minefield and so I love the fact that someone constantly has my best interest at heart.

chris W.

5/5

I have used Pensionlite to transfer my existing pension and at all times I am convinced they have had my best interests at heart. Their diligence in assessing the best time to move saved me a considerable amount of money. They kept me informed by email/telephone at all times and someone was always available to talk to, I would not hesitate to recommend them to friends/family.

steven C.

5/5

i switched my pension to pensionlite years ago after it was just stagnating where it was. I have found them to be excellent all round in the service they offer and the ongoing management of my pension has allowed it to grow significantly. I would thoroughly recommend them to anyone who is seeking advice or wants to have their pension actively managed. Communication with them is easy and i have found them to be a very professional company to deal with.

Martin E.

5/5

I moved my existing pensions to a Pensionlite several years ago. The initial transfer service was easy, with no pushy sales pressure involved. Pensionlite provided all the information I needed to make my own, informed, decision. They regularly review my plans, which I can also access online, to recommend any changes. At other times they never pester me or try to sell me anything, but I know that if i require further advice, they are only a phone call away. As I approach retirement this is very comforting.

Graham S.

5/5

I'm confident my pension pot is in safe hands.
I experienced an extremely professional and beneficial service from Pensionlite and have found them to be very reliable and efficient. Same day replies to all my questions.
Alex has always been very friendly and everything was explained very clearly to me.
The whole pension transfer process was made very easy and with an excellent “bedside manner”.

Kevin G.

5/5

I have been with Pensionlite for a good few years and have found them very efficient and informative.. They helped in amalgamating several of my personal pensions into one investment fund. They regularly monitor my fund and make sure that I am happy with it's performance. There is always someone at the end of the phone should you need advice or help. I would certainly recommend Pensionlite should you be thinking of your future retirement.

Rob S.

5/5

The service has always been very, good with easy to reach reports and information on your pension fund.
A pension fund manager is available for more information & advice should this be required, before making any changes to the pension funds.
The review periods are well placed, with the reminder making sure that you make the time to check things over on what is a very important investment pension fund.