First Review Pension Services was an unregulated Introducer company based in Derby.
According to companies house one of their directors was also the director of The Resort Group – a high risk unregulated property investment in Cape Verde.
Lifestyle Connections was a marketing company, who cold called people offering a free “Pension Review” and then referred the clients to First Review Pension Services.
Despite having no regulated authority to give pension and investment advice First Review persuaded people to invest in The Resort Group.
Reports that followed the programme claimed sales agents were getting as much as 7% commission, something First Review denied.
Both companies ceased generating new business in 2016.
Gerard Associates were a financial advice firm. In two cases upheld by the FOS against the firm, both clients were contacted by First Review before being passed on to Gerard Associates.
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