Who are Easy Financial Planning?

  • A Specialist in Pension Transfers and Income Drawdown
  • Part of the WSW group of businesses
  • Established in 2006 and enjoying Chartered status
  • Directly regulated by the FSA
  • Offering advice to the clients of IFA practices

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    How are Easy different?

  • We only advise clients introduced to us by Financial Advisers
  • Each case is allocated a case manager
  • We only advise on the areas we specialise in
  • We have an easy to use online system.
  • Easy offer generous commission terms.

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    What can Easy do for you?

  • Occupational pension transfers
  • Income drawdown advice
  • Closing/Restructuring schemes
  • Personal pension transfers
  • At retirement advice
  • TVAS reports
  • Pension release

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    Are you a Network member?

    While most IFA networks offer a Transfer and Income Drawdown service, the process can be ponderous and expensive, our service is different

    We tend to be much quicker at processing your enquiries. A retirement planning case where the advice is not to proceed will not cost you any money.