Tracing ‘lost’ Money and Financial Policies

Financial Policies

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We have a dedicated research team experienced in tracing lost financial policies and money.

We have a dedicated research team experienced in tracing lost financial policies and money. Many of our clients have worked across various firms, and collected various financial policies which they now have no or little record of. Major financial institutions often re-structure, and we have seen various mergers and acquisitions over the years which can make personal administration a burden.

Financial Policies

We can help you trace, value and understand

  • Lost pension plans
  • Insurance contracts review
  • Company pensions
  • Workplace pensions
  • Defined benefit schemes (“final salary”) – what your future income may be
  • UK ISA holdings
  • UK cash and international cash holdings
  • Endowments
  • Share holdings

How we can help

  • Pension research service
  • Pensions & retirement review
  • Understand your current position
  • Plan ahead to meet your goals
  • Transfers & consolidation

Pensions &
Retirement

Savings &
Investment

Wealth, Health, Life
& Family Protection

S&P Second Opinion /
Factchecker

Are you ready to book a free consultation?

Experience & Expertise

Regulation & Insurance

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