PENSION BUREAU TEAM
Since our inception in 2007, we have built on our reputation for being honest, friendly and helpful professionals with an extensive knowledge and experience invaluable for our clients when dealing with their pension release and transfer enquiries.
Our senior management team have individual experience within the industry ranging from 45 years for the most experienced to over 17 years for the least. Our Chief Executive and founder, Michael Ormond, has over 33 years in the industry, with over 18 of those years specialising in pension transfers.
We can investigate and analyse any UK pension*. Our extensive data base covers all major schemes, in fact, we have details of over 7,000, covering the significant majority of those in existence.
We are committed to the FCA rules and guidance and have our own, dedicated compliance team ensuring we keep up to date with the latest interpretation and implementation of their requirements.
As recently as 2016 they completed a review of our business; focusing on procedures, management structure, business process, TCF and training documents, along with reviewing several of our transfer cases.
A partnership you can trust
We understand that the relationship you have with your clients is vital and can be undermined or strengthened by our involvement. Therefore, our focus is on fairness, balance and transparency, in both process and charges; quite simply, we will not recommend a transfer where it is not in your client’s best interest.
We aim to work hand in hand with you, being as flexible and accommodating as we can, to ensure the best possible customer outcome and ensuring your reputation with your clients is enhanced and strengthened.
*Certain Statutory Pension Schemes cannot be transferred, such as: NHS, Teachers’, Civil Service, Police, Fire Fighters and Armed Forces.
Local Government Pension Schemes (LGPS) can be transferred.
Our Senior Team
I looked around the internet for some time, all I looked at was very confusing to me. I then found Grove Financial and found it very easy to read and take in. I sent an email with a question to see the response. I had a perfect response in plain english. I was very happy to carry on with the excellent personal service.
I found Grove Financial advice helpful and informative in all stages of the (Pension Release) process, I would recommend the to any friends and family who needed impartial advice on financial matters.
I found your service first class with friendly polite staff. All questions I had were answered. It was nice to be with a company that did not hard sell. Most refreshing.
I found your service to be very professional. The people I had contact with were very patient and understanding.
You were the only company to explain it (advice) to me in a way I could understand … I contacted several IFA’s and they were all very unhelpful. … I am delighted I chose Grove, very professional, polite company. Thanks so much!
Thoroughly recommended, nothing to much trouble, always there to give advice, always dealt with the same person at all times. Very glad that I used this company.
Very helpful. Explained in detail, answered all my questions. Would recommend to family and friends. Excellent services.
This was the best decision I have made. I cannot express how helpful Grove Pension Solutions were. … Their staff are very knowledgeable, professional and friendly, not something other companies offer these days.
The advice I received was excellent. Each time I didn’t understand something I made a phone call. I was never felt to feel like a nuisance (which I know I was!) and everything was simply explained to me. Thank you – what a wonderful team!
GROVE SUPPORTED CHARITIES
Grove actively support the following charities and institutions