Pension & Retirement Planning, with a difference
Naturally we are qualified Independent Financial Advisers, we're also nice people and we want to make sure your future financial journey meets your needs, whatever they may be.Find out more
It usually starts with a question
What's yours:- What are my pension options? Can I drawdown my pension? Can I transfer my pension? Can I retire early? Do I have enough? Let's help you find out.Find out more
We're Pension & Retirement Planners and Pension Transfer Specialists, with a difference. We'll focus on you as an individual and what you want from life. Then we'll work out how to use your financial assets to get you there.Find out more
We PlanHappy. This is our unique process that helps us support you in determining exactly what you want from life. What do you want to do more of? Less of? Or not at all? This could be more fun and less work! Because the answer to these questions is different for everyone, our process is unique to you. Very simply - if you're in the North East and are considering your pension options or retirement - you need to come and talk to us.
We'll ask lots of questions and do lots of listening. Then we'll carefully and clearly explain the technical options available and show you how our PlanHappy process can help you. We are, of course, qualified and regulated to provide independent financial advice. We are also Pension Transfers Specialists so we can advise on Final Salary or Defined Benefit pension schemes.
Looking for a completely new challenge? Are you a professional seeking a career change? Or are you a Graduate looking for a Trainee programme? Check out our careers page below for some great opportunities to join us.