Pension Transfers Limited

Listed

Financial adviser in Petone, Wellington5.0 (1 Google review)

Pension Transfers Limited is a financial adviser based in Petone. Its website says it has been operating since 2000, offers free assessments and is run by Tom Gilbert. The site also mentions Financial Service Providers Register listing (FSP34505), which we have not checked yet.

Summary by LocalsBest from the business’s own website, checked .

What their website says

  • Operating since 2000Business says
    Show source
    “Since 2000 the team at Pension Transfers has specialised in helping UK expats and returning New Zealanders transfer their UK pension to Kiwi shores.”

    pensiontransfers.co.nz/about ·

  • Free assessmentsBusiness says
    Show source
    “Give us a call or fill out the free assessment form .”

    pensiontransfers.co.nz/transfer-service ·

  • Run by Tom GilbertBusiness says
    Show source
    “Led by Principal Business Owner, Tom Gilbert, Pension Transfers is a leading expert in this highly specialised area of financial advice.”

    pensiontransfers.co.nz/about ·

  • FSP registration · number FSP34505Not checked yet
    Show source
    “PENSION TRANSFERS (2005) LIMITED (FSP34505), trading as Pension Transfers, holds a Class 2 Financial Advice Provider Licence issued by the Financial Markets Authority to provide financial advice.”

    pensiontransfers.co.nz ·

Services

  • Financial planning & advice
  • Wealth management & investment advice

From the business’s Google listing.

Opening hours

Mon–Fri9am–5pm
Sat–SunClosed

From the business’s Google listing.

Google reviews

5.0 from 1 Google review, as of . Read the reviews on Google. We don’t copy review text.