A complete list of active advisors currently associated with Florin Pensions LLC

Warmer can help you find a great advisor at Florin Pensions LLC or one who fits your needs even better.

Florin Pensions LLC provides pension consultancy and investment advice to UK expatriates and other nationals generally residing in the United States who have existing UK-based pension plans, offering written pension reviews, transfer assessments, and recommendations for pension trustees and investment managers. The firm’s services focus on assessing statement-of-benefits information, summarizing retirement and death benefits, and advising on potential transfers to UK personal pensions such as SIPPs or, where applicable, QROPS. Florin does not act as a discretionary portfolio manager, does not maintain custody of client assets, and does not implement trades on client accounts; instead, assets remain with regulated pension trustees and third‑party investment managers who execute and report on investments. The firm typically delivers a written assessment after obtaining a statement of benefits, may engage third‑party UK regulated advisers for transfer value analyses, and advises clients to seek independent tax advice regarding US/UK tax implications. What distinguishes Florin from many team advisers is its narrow, expatriate‑focused niche concentrating solely on UK/EU pension arrangements rather than general individual portfolio management, together with its reliance on recommending third‑party trustees and managers with which it may have ongoing compensation arrangements. The brochure notes that a substantial portion of its revenues arises from referral-related fees and that clients face no stated minimum account requirement, underscoring the firm’s consultative referral model and potential conflicts of interest that clients should consider.

To learn more about the advisors currently working at Florin Pensions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.