Insurance
Our protection team will advise you regarding what insurance products are right for you and review any existing life or income protection policies you may have.
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Free, no obligation financial review based on your circumstances with FCA protected advice.
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As Your Pension Partner, we can make your money work harder throughout your life.
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If we determine you're better sticking with your existing pension,
we'll tell you. -
Real and personalised advice from financial experts that you can trust.
What are you looking for?
Periscope makes your money work harder. We do this by providing you with access to simple and effective financial solutions designed to save you money by reducing fees, increase returns and provide peace of mind about your financial future.
Martin Cusworth
New Business Manager
ISA review
We can review your current ISAs and suggest solutions that help you to maximise your returns, reduce fees and save you more money.
Find out morePension review
We will review your current pension and suggest ways to maximise the value of your investments whilst reducing fees.
Find out moreThe Periscope Process
Step 1
Send Your Enquiry
We will identify your current pension situation with you, taking the time to understand your specific retirement needs.
You then simply have to sign a Letter of Authority (LOA). This document allows us to request more detailed information from your current pension provider, so we can review the specifics of your scheme(s) more closely and determine whether improvements could be made to your pension(s).
We will also gather some information about yourself, as this will be valuable later.
Start your Enquiry
Step 2
Review
We will then request your information from your pension provider(s).
Pension providers have a duty to release the information to the other regulated companies; usually this is done within 4 weeks (but don’t worry, this is normal and we will keep you fully updated along the way).
Once we have all of the information on your pension(s) back we can start our initial assessment, looking the performance, the management fees, your options at retirement and checking for any loss of benefits that may occur by switching.
We will also review the information obtained from you and together ascertain whether you could benefit from changing provider.
Start your Enquiry
Step 3
You Decide
After gaining your agreement to receive our advice, we will gather some final pieces of information from you that will enable the Financial Adviser to prepare your personalised recommendation report.
We will then deliver your report and discuss it with you, presenting advice on the reasons for changing to a new pension over staying with your current one.
The report is explained thoroughly and clearly outlines all the key facts you need to know. And don’t worry; we will be there to answer any questions you may have.
Start your EnquiryA Pension that Fits Your Lifestyle & Retirement Goals
We know you'll want a pension that sets up your ideal retirement, so we're committed to understanding your retirement goals to ensure your money is working as hard as you are to secure your future.
Find out moreDon't Just Accept an Annual Letter to Manage Your Money
Rather than making you a generic number in an industry machine, relationships are key to what we do. We're elevating the Pension Industry, putting a personal touch back into Financial Advice to meet your exact circumstances
Find out moreWhy undertake your pension review with Periscope Wealth?
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We are authorised and regulated by the FCA which provides you with protection.
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We'll check the health of your current pension when we review it and only advise to switch if it benefits you.
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We will provide you with regular communication, not just a statement and a letter once a year.
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We are committed to the highest standards of client care.
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All our pension reviews are fully transparent, free and have no obligation to proceed.
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We provide tailored advice based on your personal circumstances.
Partners we work with
We work with regulated and highly experienced partners to help us offer a range of beneficial financial products, and an even higher level of service, to our customers.
Who are Periscope Wealth?
We are Periscope Wealth, a FCA regulated financial services and wealth management provider offering advice and investment guidance across pensions and ISAs.
From a free no obligation review of your financial situation, to suggestions of financial products to make your money work harder, at Periscope Wealth we want to ensure working with us is as simple, stress-free and rewarding as possible.
We will never lose focus, we are Periscope Wealth.
Start your free no obligation review today!
Simply complete out enquiry form and a member of our expert team will be in touch.