What our customers think


Ryan Steward

Financial Planner
Aviva Financial Advice

AF7– Once again – EP is brilliant! I have now passed 5 advanced CII papers in 6 sittings. And for every sitting I am yet to open a Cii book, I’ve passed using just EP’s materials. Thank you again!


Karen Fitzpatrick

Executive Consultant
Royal London Group

AF4– I really enjoyed the workshop and found it very useful. Michael is an excellent trainer and his knowledge is fantastic, he explains thing well.I definitely feels that things make a lot more sense now and hopefully with enough revision I have a decent chance of passing the exam. I couldn’t suggest any areas of improvement.


David Bone

Managing Director
Simple Financial Services Ltd

AF3– I cannot thank you enough for all the support. The process that you have us follow, with all the associated support..it was amazing!!


Chris Dawson

Pension Transfer Adviser
LV Retirement Advice

AF1– I passed AF1 with 111 marks.Superb, over the moon. Never did I get close to that mark in my mocks – perhaps I was being too harsh with the marking. Very very pleased! makes all those sessions, and extra long Easter weekend of study worth it.Thank you to you for your support!

Duncan Cook

Fiancial Planner
Lynas Vokes

AF4 – I am so grateful for all the help from ALL involved at Expert Pensions. It is clear that there is a culture of positivity and professionalism with a healthy dose of good humour throughout the team at EP.

Annabelle Mason

Executive Sales Consultant
Royal London Group

AF4 – Lots of knowledge gained from Michael. I find learning so much easier when I can ask questions and interact with somebody. We went through the core topics in detail and he explained things really well.

Craig Ferguson

Leven Wealth Managment

AF3/7 – I think the preparation and materials are excellent. Not enough space here to to do you justice. Even when you are studying on your own in the library you feel as though you have company!! Notes/ forum/ tips/ mocks/ videos/ quiz/ team and John contact. Brilliant!


Tina Weeks

Financial Life Planner
Serenity Financial Planning Ltd

AF4 -Still in shock that I passed – I was preparing for an October resit. Phew! Huge thanks to EP!


Wendy Fleming

“Chartered & Certified Financial Planner
Opus Financial Consultants”

AF7– Ace ace ace! Loved my Expert Pension experience


Astra Belcher

AF4– Keep up the good work, couldn’t have passed any of my AF4 papers without you!


Jessica Chantler

The Timebank

AF3– I had failed AF3 previously and felt it was really unachieveable – John made it clear it could be done and I’m so pleased to have grabbed it on the last sitting. I will be using EP again!!


Jill Hart

Chartered Financial Planner
Barry Fleming and Partners

AF5 – As usual brilliant support thank you …. I am Chartered now thanks to you guys 😀

Ricky Chan

Director & Chartered Financial Planner
IFS Wealth & Pensions Ltd

AF5 – I Passed with 102! Thanks for all the EP team’s help! No doubt it made a big difference to my prep.

Mike Pimm

AF7– There is no question that following the EP format increases your chances of passing. A no brainer!


David McCrann

Financial Planning Consultant
Rumwell Financial Services

AF7– The main thing I got from the workshop was confidence. Confidence that I did know some of the subject matter. but more importantly I knew a lot more by the end of the course. John was an excellent teacher, able to explain things in a way that made sense…and the diagrams helped.!