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

Whether you've contributed to the same pension for 35 years, or you've a trail of pensions scattered all over. We'll help you make sense of it all.

We can advise you on:

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

You'll have lots of questions

"When can I retire?", "If I retire early, how long will my money last?" and “Can I make sure my family are looked after?”

Our friendly team of qualified financial advisers are here to help you answer them all, and more.

Helping you Plan Happy

Whatever questions brought you to this point, they usually all mean the same thing – do you have enough, and will you always have enough?

Our unique Plan Happy process will give you the answers you need to live the life you want without worrying you’ll run out of money.

We do this by focussing on another question – enough for what?

When we know what assets you have and what you really want from life, we can shape a financial plan that gives you complete comfort and peace of mind, for the rest of your life.

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 have. 

We can advise on Occupational Pension Transfers

We hold the permission of the Financial Conduct Authority (FCA) to advise on Occupational Pension Transfers, including Final Salary and Defined Benefit schemes. So, we really are your local experts. This is not a service that all Financial Advisers can offer.

It's free to find out if we can help you

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