Profile Financial Solutions

Profile Financial Solutions (PFS) is a whole of market, directly FCA authorised Independent Financial Advisor. The business was established in mid-2013 and specialises in giving free, no obligation pension reviews to mass market clients. PFS are already one of the largest pension review companies in the UK, providing a service to 1000+ people per month.

PFS’s regulatory position means that the business gives clients “best” advice across all regulated pension products. As a consequence, using the PFS service ensures client’s will either be advised to stay with their existing retirement provisions or will be moved to the best possible new plan. 

PFS core proposition is to offer free advice to help people: 

a) Reduce charges (i.e. receive better value from their pension) 
b) Understand and benefit from recent pension “freedom” rule changes 
c) Match fund choices to attitude to risk 
d) Potentially move to better performing pension investments 
e) Receive ongoing advice to ensure current retirement planning choices remain optimum 

This advice is free and no obligation with a transparent Fee being charged if the client decides to take advice to transfer. As part of a Service Desk provision and Annual Review process PFS do offer advice on Protection (life insurance) and Savings (ISAs) to existing clients, plus access to mortgage and estate planning services. 

PFS is able to provide this service to such a wide range of clients by utilising an efficient technology enabled telephone based delivery model. All services are delivered over the telephone with very high levels of compliance.
Type
Private
HQ
Preston, GB
Founded
2013
Employees
59 (est)
Profile Financial Solutions was founded in 2013 and is headquartered in Preston, GB

Profile Financial Solutions Locations

Preston, GB

Profile Financial Solutions Metrics

Profile Financial Solutions Summary

Founding Date

2013

Total Funding

$1.96 M

Latest funding size

$1.96 M

Time since last funding

almost 2 years

Investors

Profile Financial Solutions's latest funding round of $1.96 M was in March 2015. In total, Profile Financial Solutions has raised $1.96 M.

Profile Financial Solutions News

Profile Financial Solutions Company Life

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