We can advise you on:
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.
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
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.
Request advice here
"Very positive experience, whole process made easy to understand, feel confident in this company."
“ Everyone was helpful and kind due to the circumstances I had just lost my husband, the staff were brilliant.”
“Fabulous service. Christine was amazing and thoroughly explained everything in easy terms. ”