Independent Financial Advice
We’re not tied to specific providers, meaning we’ll find the best options for your Pensions from across the market.
20+
Years Serving Teesside
£200m +
Assets Under Administration
1,100 +
Local Clients
Authorised & Regulated
We’re authorised and regulated by the Financial Conduct Authority, the UK’s Financial Services regulator.
Proven Process
The unique PlanHappy Lifestyle Financial Planning Process is the cornerstone of our service, designed to ensure we get you what you want.
What Our Clients Are Saying...
Latest Blogs
What the Government’s Pension Review Means For You
If you've heard rumblings that the Chancellor is looking to change pensions, you might be wondering what this all means—…
Should You Carry On Or Call It A Day?
You’re still sharp, full of energy, and not quite ready to swap your work boots for gardening gloves just yet.…
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