Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

HDC Corporate Wording

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

HDC Corporate Wording

Overview:

We offer Pension Transfer support to financial advisers; enabling them to arrange transfers from Occupational Pension Schemes efficiently and professionally under their own name.

Our services enable Adviser Firms to access this lucrative market safely

Very few other firms offer these services; most operate on a referral basis. We have worked in this way for over ten years. We look at the individual circumstances of each case to enable us to make a positive recommendation in accordance with regulatory requirements.
We look for a reason to transfer, rather than a reason not to

We work closely with our adviser clients. We help them so they can spend more time with their clients, improving and strengthening the relationship. Our role is to complete the background work, enabling them to meet client needs. Our process reduces our adviser clients' risk; not only at outset, but also in the longer term.

We pride ourselves on offering a professional and friendly service to all our clients. HDC contracts out Heather Dunne as Pension Transfer Specialist (PTS) when required. Heather is therefore recorded on the Financial Conduct Authority (FCA) website under her own reference number HID00002 as an adviser for several firms. This includes Heather's own firm HDIFA, which is authorised to arrange pension transfer on a referral basis i.e. when introduced by advisers. Heather Dunne is a Pension Transfer Specialist for several firms.

You will have access to Heather's expertise via HDC. HDC offers a full research, support and report writing facility to advisers. All advice will be provided under the auspices of your own firm but we will be there to support you in the process.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.