Pension Review Meeting
A focused session examining workplace and personal pensions, charges, investment choices, and whether consolidation makes sense for your situation.
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Scotland · Financial advice
Steady counsel for pensions, protection, and later-life income
Blue Anchor Wealth Advice helps households across Great Britain sort workplace pensions, household cash flow, and cover decisions — with written recommendations you can revisit, not a rushed product pitch.
Based in Hamilling, advising clients across Scotland and the wider UK by video when travel is impractical.
Flagship engagement
Comprehensive financial planning
For couples and households who need one coherent view of income, pensions, savings, and protection — delivered as a written plan after discovery meetings, not a one-page summary after a sales call.
- Fact-find covering workplace and personal pensions
- Cash-flow illustration for near-term goals and retirement
- Recommendations with clear inclusions and exclusions
Related consultations
Advice you can book by topic
Each meeting has a defined scope and fee basis. Choose the conversation that matches your decision, then enquire for a date.
Retirement Income Mapping
Side-by-side modelling of State Pension, defined benefit, and drawdown options so you can see how income might hold through later life.
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Protection Needs Assessment
An honest look at life cover, critical illness, and income protection against mortgages, dependants, and business commitments.
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Inheritance & Family Wealth Conversation
A guided discussion on gifting, trusts referrals, and how pensions and ISAs sit alongside intended bequests — without legal drafting.
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How clients describe the work
Specific conversations, not generic praise
More client stories“The pension review caught a default fund we had never questioned after two job moves.”
Marcus & Priya Okonkwo — Edinburgh
Working with us
Appointments in Hamilling or by secure video
Introductory calls confirm whether regulated advice is appropriate. Discovery meetings can take place at 5622 Watsica Trail or online for clients elsewhere in the UK. We set expectations on documents before you arrive so the hour is spent on decisions, not hunting for statements.
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Guides
Recent notes from the practice
How to read your pension annual statement without drowning in jargon
Charges, projected pots, and risk ratings explained in plain English for UK savers reviewing their workplace scheme.
Read guideWhen a new mortgage should trigger a life cover review
Remortgaging or buying a larger home changes the protection maths. Here is what to revisit before you settle into the new repayment.
Read guide