David Boardman

Disclaimer: Final Salary Pensions are suitable for the vast majority of members. Transferring from a final salary pension scheme is an irreversible decision and it could have a detrimental effect on your retirement planning. The detail on this website is for information purposes only and is not to be taken as a personal recommendation. Before taking any action, you should take financial advice from a suitably qualified independent financial adviser. Any potential advantages of transferring from a defined benefit scheme to a defined contribution scheme are often outweighed by the costs, risks and loss of benefits involved.

David Boardman

File Checker

David has worked in the Financial Services Industry for 30 years in a variety of roles. He has worked for a number of large banks and building societies in both sales and compliance.

He currently carries out a quality check to ensure the client’s files are both compliant and completed to the companies high standards prior to any documentation being signed.

OUR EXPERTS

Mark Wilson

Managing Director

Darren Hardy-Dearness

Compliance Director

Kerry Wilson

Operations Director

Jill Lees

Client Services Manager

Barry Westbrook

Paraplanner & File Checker

Vincent Jeffers

Pension Transfer Specialist

Matt Amesbury

Pension Transfer Specialist