Based in the North East, we're your local specialists when it comes to Independent Pension Advice and Retirement Planning.

Drawing down your pension can seem very appealing. The main attraction is freedom and flexibility. Choose how much to take and when, or even whether you want to leave some to loved ones. However, like all choices there are usually benefits and risks associated with each option. This could be around tax liability, guaranteed returns or just making sure your money lasts as long as it needs to, to support you through life.

Choose expert independent advice

Your expert adviser will guide you through these options to make sure you're fully equipped with all the knowledge you need to make the best decision for you, your family and your future.

We can advise you on:

  • Pensions and retirement planning
  • Pension drawdown and Annuity purchase
  • Final Salary / Defined Benefit Pension Transfers 
  • Estate planning
  • and more

Get advice on accessing your pensions

The normal minimum pension access age is currently 55. However some schemes have rules where you may be allowed to access the plan early. We can establish the facts for each type of pension you hold.

It's free to find out if we can help

Your free initial consultation gives you a great opportunity to get all the questions off your chest. Just give us a call on 01642 52 55 11 or fill in the form and we’ll call you back.  

Located in the North East, our offices are easy to get to if you live in Tyne and Wear, Teesside, County Durham, Northumberland or North Yorkshire.

  • You'll receive open and honest advice and guidance
  • We'll be up front about what we can or can't do for you
  • You have nothing to lose by coming in for a chat

Request advice here

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Rated 4.8 out of 5 by our clients on VouchedFor

Reviews and Ratings for Financial adviser Neil Parker, Cleveland