For all types of pension and all types of questions, you're at the right place

For all types of pension and all types of questions, you've found the right place.

It’s becoming clear to us that most people don’t realise what their pension options are or where to start when thinking about planning for retirement.

Would you, or someone you know, benefit from finding out more about pension choices?

We have that knowledge and are happy to share it. From time to time we host a free event where we open our doors to give people a general presentation about pension types and options. 

This is absolutely no obligation, we simply welcome you to come along and learn what you can. There is no selling!

  • For anyone in the Teesside or Darlington area looking for answers to their pension and retirement questions
  • We are trusted, local, independent advisers
  • We are regulated by the FCA and have the additional permissions to give advice on pension transfers and final salary pensions
  • Our Vouched For rating is 4.9 out of 5

Many of our clients come to us with one simple question - do I have enough to retire?

What’s the benefit?

You get no hassle access to some useful pension information, to help make things a little clearer.

You don’t have to make any commitments.

You'll know where we are for the future. But if we aren’t for you – no problem, we'll have given you some food for thought. We don't hold your details on a database and we won't contact you again, unless you ask us to.


We have a lovely office at The Planning Rooms, Preston Farm, with an Events & Conference Room that holds around 40 people.

Come along and get a cuppa, we are welcoming & friendly, you'll find out some useful pension information in a clear and straightforward way.

You are welcome to join us from 5.30pm, with the presentation starting at 6pm. This usually lasts around 45 minutes and we can take questions afterwards. We'll even supply the sandwiches and biscuits.

If you would like further advice, specific to your personal circumstances, you can book a free initial consultation. 

If you don’t need anything more from us, then you’ll head off on your way, armed with a bit more knowledge.


So that we can make sure everyone has a seat we do need places to be booked in advance. 

You can do this by completing the form below.

Alternatively by calling us on 01642 52 55 11 or email us at


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Ready to start planning your happy?

Come and meet us for a friendly chat and a cup of coffee at our new planning rooms in Stockton.

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