WORKING WITH YOU FOR
A BETTER FUTURE – WHY US?
At the Utopia Group we are a small family run Yorkshire business and we care passionately about our clients. We believe great financial advice is at the core of building a more certain financial future for all our clients. We are proud to have been listed as:
This is based on reviews on the independent consumer ratings website VouchedFor.co.uk which we are very proud of. Our reviews are very important to us and are a reflection of our commitment to our clients.
With the ongoing changes to pension regulations, we use our experience to assist clients by providing a specialised Pensions Audit. Initially we will obtain a letter of authority from you allowing us to contact the relevant insurance companies on your behalf with regard to your existing arrangements with them. Once the policy information has been supplied to us, which can take up to four weeks, our Financial Planners will be able to carry out an audit on these policies, and we will contact you again to arrange a second meeting so that they may discuss their findings with you in more detail. We work to provide our clients with the information they need to be able to make better financial decisions.