Company profile

Britannia Financial Services Ltd

Industry
Financial Services
Employees
17
Founded
1996

Britannia Financial Services Ltd company summary

Britannia Financial Services Ltd is a company in the Financial Services industry, founded in 1996. On LinkedIn the company has around 17 employees. Its listed specialties include Pension Transfers, Investment Advice, Financial Planning, pension.

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About Britannia Financial Services Ltd

Britannia Financial Services Ltd was founded with the aim of offering professional UK pension transfer services to migrants and New Zealand nationals returning from overseas. We continue to build our service offering with full financial investment advice and support. Our pension transfer services are mainly used by persons arriving from the UK, but we can also assist settlers from other countries including those from the European Union. As a specialist pension transfer company we understand all relevant legislation and regulations. We are not an agent of an insurance company. Our services are used by a number of other financial service and professional service (solicitors and accountants) organisations to complete transfers on behalf of their clients. We are New Zealand’s pension transfer industry leader and upwards of 5000 individuals have trusted us to successfully transfer their pension. We have many clients who trust us to manage an investor fund pool of $550 million. We work only for our clients—period. Our promise is to offer them the clearest thinking around their options and the most effective way for them to successfully transfer and invest (if they so wish) their UK pension to help secure their financial future. If you’re looking to transfer a UK pension to New Zealand, please contact Britannia Financial for the best advice on 0800 857 367 or via britanniaonline.com The Investment Statement for the Britannia Superannuation Scheme 2012 is available on request and free of charge. The decision whether or not to transfer is complex and we recommend you speak to one of our authorised financial advisers for personalised advice as to whether a transfer is suitable for you. Disclosure statements for each of our advisers are available on request and free of charge.

Specialties

Pension TransfersInvestment AdviceFinancial Planningpension

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Britannia Financial Services Ltd
nzbritannia.co.nz
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Frequently asked questions about Britannia Financial Services Ltd

What does Britannia Financial Services Ltd do?

Britannia Financial Services Ltd was founded with the aim of offering professional UK pension transfer services to migrants and New Zealand nationals returning from overseas. We continue to build our service offering with full financial investment advice and support. Our pension transfer services are mainly used by persons arriving from the UK, but we can also assist settlers from other countries including those from the European Union. As a specialist pension transfer company we understand all relevant legislation and regulations. We are not an agent of an insurance company. Our services are used by a number of other financial service and professional service (solicitors and accountants) organisations to complete transfers on behalf of their clients. We are New Zealand’s pension transfer industry leader and upwards of 5000 individuals have trusted us to successfully transfer their pension. We have many clients who trust us to manage an investor fund pool of $550 million. We work only for our clients—period. Our promise is to offer them the clearest thinking around their options and the most effective way for them to successfully transfer and invest (if they so wish) their UK pension to help secure their financial future. If you’re looking to transfer a UK pension to New Zealand, please contact Britannia Financial for the best advice on 0800 857 367 or via britanniaonline.com The Investment Statement for the Britannia Superannuation Scheme 2012 is available on request and free of charge. The decision whether or not to transfer is complex and we recommend you speak to one of our authorised financial advisers for personalised advice as to whether a transfer is suitable for you. Disclosure statements for each of our advisers are available on request and free of charge.

How many employees does Britannia Financial Services Ltd have?

Britannia Financial Services Ltd has around 17 employees on LinkedIn.

When was Britannia Financial Services Ltd founded?

Britannia Financial Services Ltd was founded in 1996.

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