How It Works

How It Works

01

Complete The Form

60 seconds to fill in your contact details, location and some information so we can match you with a specialist adviser.

01

Complete The Form

60 seconds to fill in your contact details, location and some information so we can match you with a specialist adviser.

02

Adviser Assigned

We’ll match your most suited specialist adviser based on the information you’ve provided and your location.

03

Free Consultation

Your adviser will contact you with free impartial guidance on your specific situation, explaining your options.

04

Decide Next Steps

Decide if you would like to further engage your adviser; usually for a 45 minute no obligation exploratory meeting.

We Assign An Adviser

We’ll match your most suited specialist adviser based on the information you’ve provided and your location.

02

03

Free Consultation

Your adviser will contact you with free impartial guidance on your specific situation, explaining your options.

Decide Next Steps

Decide if you would like to further engage your adviser; usually for a 45 minute no obligation exploratory meeting.

04

What happens if I engage my adviser for an exploratory meeting?

If you decide to engage your adviser for an exploratory meeting, they will ask more questions to further identify and explain your options. You can then ask them to provide advice and a recommendation based on your circumstances. This will be personal to you and include the reasons for their choice.

NO OBLIGATION / NO FEES – There is no obligation to proceed following the meeting and there are no fees. All introductions, initial consultations and exploratory meetings are free.

At what stage might I become subject to fees?

Should you wish to ask your adviser to provide a recommendation you may become subject to a fee at this stage for their advice. Most of our advisers provide this for free and will explain their terms of business to make sure you fully understand their fees and what your payment options are before proceeding.

All our advisers are fully qualified specialists, authorised and regulated by the Financial Conduct Authority (FCA). We conduct regular due diligence to ensure this is upheld.

What happens if I don't engage my adviser for an exploratory meeting?

NO OBLIGATION / NO FEES – We don’t charge a fee for matching you with an adviser and there is no obligation to proceed with any advice you receive in your free consultation.

YOUR DATA – If you would like us to remove your data you can contact us in line with our privacy policy via email at any time: contact@jtxpartners.com.

What happens if I engage my adviser for an exploratory meeting?

If you decide to engage your adviser for an exploratory meeting, they will ask more questions to further identify and explain your options. You can then ask them to provide advice and a recommendation based on your circumstances. This will be personal to you and include the reasons for their choice.

NO OBLIGATION / NO FEES – There is no obligation to proceed following the meeting and there are no fees. All introductions, initial consultations and exploratory meetings are free.

At what stage might I become subject to fees?

Should you wish to ask your adviser to provide a recommendation you may become subject to a fee at this stage for their advice. Most of our advisers provide this for free and will explain their terms of business to make sure you fully understand their fees and what your payment options are before proceeding.

All our advisers are fully qualified specialists, authorised and regulated by the Financial Conduct Authority (FCA). We conduct regular due diligence to ensure this is upheld.

What happens if I don't engage my adviser for an exploratory meeting?

NO OBLIGATION / NO FEES – We don’t charge a fee for matching you with an adviser and there is no obligation to proceed with any advice you receive in your free consultation.

YOUR DATA – If you would like us to remove your data you can contact us in line with our privacy policy via email at any time: contact@jtxpartners.com.

01. Complete Form

    We need the information you provide us with to contact you about our services. For information about our privacy practices and commitment to protecting your privacy, please see our Privacy Policy

    01. Complete Form

      We need the information you provide us with to contact you about our services. For information about our privacy practices and commitment to protecting your privacy, please see our Privacy Policy

      UK Pension Search is a trading style of JTX Partners who specialise in connecting  prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

      UK Pension Search is owned and operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com

      © Copyright 2023
      All Rights Reserved

      UKPensionSearch is a trading style of JTX Partners who specialise in connecting  prospective clients with financial advisers and companies who are fully authorised and regulated by the Financial Conduct Authority (FCA). The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 

      UKPensionSearch is owned and operated by JTX Partners. If you are a financial adviser or company interested in working with us email: contact@jtxpartners.com

      © Copyright 2023
      All Rights Reserved