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Book Your Free Appointment

✅ Talk with a Qualified Adviser at the time convenient for you, to understand your possible options.
📈 Our Adviser will send a Free Advice Report (apart from DBs) to help you make an educated and informed decision.
💡 If you've done your homework, you will know Defined Benefit Advice requires a Pension Transfer Specialist.

Our Pension Advice Process

Simple, Transparent & Straightforward
If you have a DB Pension, Steps 2 & 3 With PTS

  • Contact Us
  • Situation Analysis
  • Solution Appointment
  • Complete Application
  • Ongoing Reviews

What Pension & Retirement Advice Are You Looking For?

sipp pension transfer specialist

For UK Residents & Non-UK Residents
Advising Both SIPP & International SIPP Options

qrops pension transfer adviser

Could Be Suitable For UK, EEA and Gib Clients With UK Pensions
Approaching Or Beyond Standard LTA (£1.073M). Analysis Needed!

final salary pension transfer specialist

All Defined Benefit Pension Transfer Enquiries With Cameron James Are Completed By An Independent, 3rd Party FCA Regulated
Pension Transfer Specialist

defined contribution pension transfer advice

For Clients with Defined Contribution Pensions

Which Stage Of Your Financial Planning Journey Are You?

the young professional

The Young Professional

the experienced professional

The Experienced Professional

the senior professional

The Senior Professional

retirement the golden

Retirement - The Golden Years

We Service Clients In Over 35 Countries, With The UK Being Our Largest

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35

Countries

15

Nationalities

119

5-Star Google Reviews

4

Avg Call Answer Time

Trusted by over 10,647 clients Featured by:

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Top 150 Questions - Asked By Expats!

Our FAQ section includes the questions asked by our existing Expat clients. If you don't see your question - Ask us and we'll answer it.

The average time for a pension transfer is 3-4 weeks. Depending upon the type of pension with DB transfers taking longer and DC transfers shorter. In our experience, exemplary paperwork and streamlined communication are keys to faster transfers. Errors lead to longer transfer times. International SIPP transfers are generally quicker, while QROP transfers take longer.

Absolutely not. There are no nasty lock-in periods with CJ. If you are ever unhappy with our level of service you are free to leave without cost. This keeps us on our toes to continue delivering our high quality of service.

Nobody likes surprises. At CJ our clients know exactly how much their financial advice will cost before they proceed. We have initial advice and set-up fee of 1-3% depending on the size of your investment and an ongoing annual management charge of 1% – Our Costs.

Your policy will pass directly to your named beneficiaries which you state in your application process. So you have peace of mind that your loved ones will automatically receive your assets. No messing around.

Take Your First Step In Financial Planning

Speak With A Qualified & Regulated Adviser To Understand Your Needs

    The Key Team

    Dominic James Murray

    CEO & Founder
    Independent Financial Adviser (IFA)
    dominic.murray@cjfinance.co.uk

    Jonathan Laws

    Independent Financial Advisor jonathan.laws@cjfinance.co.uk

    Andere Casanova

    Independent Financial Advisor andere.casanova@cjfinance.co.uk

    Eduardo Ferreira Simoes

    Independent Financial Advisor eduardo.simoes@cjfinance.co.uk

    Watch Our Dedicated YouTube Channel

    Our CEO breaks down UK Pension Transfer topics into weekly bitesize explanations for you.

    All videos are for informational purposes only and are not intended to be construed as financial advice.

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