Grove Pension Solutions
Meet the Team
Senior Management
Our aim at Grove is to provide clients with the highest possible standards of advice and service, in what is the most scrutinised and highly regulated areas of financial advice – Defined Benefit pension transfers. Our 19 years of specialising in this area is testimony to our strong and experienced leadership team.
Advice
Our advice team is made up of three Senior Advisers and one Trainee Adviser. All our senior advisers are qualified Pension Transfer Specialists (PTS). Our trainee is a qualified adviser, working towards becoming a PTS. They are supported by a team of specialist Factfinders, who are the first step in talking to clients about their objectives.
Support
The support team help both new and existing clients and professional introducers (IFAs) with all general enquiries. They provide regular updates on case progression, and are available to assist with any questions both clients and professional introducers may have about their specific case.
Administration
The all-important administration team have the vital role of ensuring that the many reams of paperwork and other documents are processed with the highest levels of efficiency and accuracy. They compliment the support teams with the updates required.
Compliance & Technical Review
The main aim of our compliance team is to constantly ensure the efficacy of our advice, and accuracy of information provided to our clients, as well as helping steer the company through the complex maze of pensions legislation. They ensure we remain in-tune with developments from our regulator, The Financial Conduct Authority (FCA).
Back Office
The final piece of the jigsaw is the IT and finance teams. Owing to the complexity of the Defined Benefit transfer process, we have a bespoke client management database built entirely around our needs and it is the role of IT to maintain and develop this.
