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
Dipping In Too Soon? Why Your Pension Might Not Last The Distance
Retirement’s finally here (or just around the corner) and you’ve saved carefully. When you see that lump sum or drawdown…
Your A-to-Z Guide to Planning a Happy Retirement
Retirement is a big chapter, but with the right plan, it can be one of your best. There’s plenty to…
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