Our Mission

Our aim at Pension Advice is to put our client’s needs and expectations first in everything we do. We focus on the delivery of truly independent expert advice, delivered to you by a team of highly qualified & specialised Consultants with a combined 25 years’ experience working in both the Domestic & International Pensions Industry. Our aim is to establish, create and maintain long term professional relationships with each and every client. We are committed to both helping you now and into the future to ensure that you achieve your ultimate retirement goals.

Our Management Team

Chris McKenzie

Chris McKenzie CFP® | QFA | SIA
Director
Certified Financial Planner
Qualified Financial Advisor
Specialist Investment Advisor  

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Chris Crowley

Chris Crowley QFA
Director
Qualified Financial Advisor

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Jenna Gallagher

Jenna Gallagher PA
Admin Manager
Company Secretary

Theresa Donnelly

Theresa Donnelly QFA
Qualified Financial Advisor
Protection Specialist

Hannagh Gallagher

Hanna Gallagher
Office Admin

Louise Williams APA

Louise Williams APA
Pension Admin Manager

Our Core Principles

The Client Comes First

We are a client focused business, we aim to understand your needs and objectives and deliver based on this. This is at the very core of our business – you are what matters most.

We are Qualified Experts

All our staff are qualified experts and have the technical knowledge and experience to handle all your pension related queries.

We are Real People

We are real people who are here to assist you. We have direct phone numbers and email addresses, and will deal with your enquiry from start to finish.

We are always Professional in all that we do

Professionalism is the minimum you can expect from us. We pride ourselves on this and we will deliver for you in a professional manner.

We are here to Educate You

It is important to us that we educate you so you can make informed decisions. Before we do any business with you we will educate you as to why it is the right choice for you. We want you to understand the decisions you are making.

Our Services

  • Free Independent Expert Advice
  • Investment Advice
  • Pre & Post Retirement Options Advice
  • Pension Transfer Service
  • Advice for Employers
  • Advice for Employees
  • Advice for Individuals
  • Public & Private Sector Employees
  • Defined Benefits Schemes
  • Group Pensions
  • Trustee Obligations
  • Pension Quotations
  • Fees & Charges
  • Pension Reviews
  • Pension Tracing Service

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