Polite and helpful staff. A pleasure to do business with.
In a noisy world, softer traditional values are often drowned out. For us, they are front and centre. The simple things we should all expect like listening, caring and being polite. Turning up on time and doing what we say we will do. These things matter to us.
And we are passionate about finding the right solutions and securing the best outcomes for our clients. No razzmatazz. Just sensible honest advice.
A noisy world is often a busy one, which makes it harder to find the time for an office visit with your financial adviser. That’s why our service is by phone, video call (only if you want to), email and post. Everything can be done from the comfort of your home or office.
We do use technology to lower costs and get things done quicker. This includes the platforms and strategies we use to invest our clients’ money, and a secure online portal to share information and provide updates.
The board and senior management team for our company, Harbour Rock Capital, is responsible for the overall strategy and day-to-day direction and management of Pension Sense.
You can find out more about each of them here.
Keith Carby
Paul Dunne
Chris Wood
Jonathan Purle
Bradley Cooper
Donna Sutton
Evie Foskett
Shannon Lee
Azalea Gras-Velázquez
It could be the start of your journey towards a more secure retirement