WORKING WITH YOU FOR
A BETTER FUTURE – WHY US?
The Utopia Group is a small family run Yorkshire Independent Financial Advisors 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.
Now that substantial pension changes have been implemented, giving freedom and flexibility with your retirement options, you may weli need Financial Advice that is:
- Face to Face
This is an area that we have vast experience in, and which we can help you with, contact us for more details
We can provide you with 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 Leeds based meeting so that they may discuss their findings with you in more detail.