The next step

Step 1 Telephone 023 8089 2111 or request a call back to arrange your appointment. The appointment is entirely without obligation and is at our cost.
Step 2 Collect your pension documents together ready for your meeting with your Pension Performance Review™ practitioner.
Step 3 Meet with your Pension Performance Review™ practitioner. This no obligation meeting would usually be at your office or home and should last no longer than 30 minutes.
Step 4 Following our detailed analysis of your pensions and attitudes, meet again with your Pension Performance Review™ practitioner who will guide you through your comprehensive report.
Step 5 Decide if you are happy with your pensions performance.
Step 6 Consider any recommendations that are made and decide whether you want to act on them.
Step 7 Look forward to a potentially more secure retirement, safe in the knowledge that you know what your pensions are worth, where they are invested, and how they are performing.

All fees are agreed in advance and are only payable if you act upon any recommendations.

More information on the Pension Performance Review Process can be found on Paul Cadde and Bill Muammar’s Pension Performance Review Key Concepts Brochure (PDF).

The Cadde Financial promise

  1. The most comprehensive review of your pension performance you are ever likely to have received.
  2. If you are not completely happy with your reports there is absolutely no charge.
  3. No hidden charges.

Testimonials

testimonial I found it very difficult to understand my pensions until I went through the Pension Performance Review process. Now my pensions are sorted and I know exactly what is what. I found Cadde Financial gave me good, balanced advice that I could trust. I have since recommended 6 of my colleagues to Cadde Financial. testimonial
Colin Brooks
Blunt Construction

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