Retirement Planning Advice

We are retirement planning specialists and we love working with local people just like you. Let's forget the notion that retirement is a bad thing. This is your time to enjoy financial freedom. Our job is to give you the confidence to make the most of it.

We'll bring structure and control

Planning for your retirement can be daunting, thinking about how you will fund it and whether you'll be able to afford the things you want to do and the way you want to live. We'll pull everything together into clear, simple plans to give you a sense of comfort and control. If you want us to, we’ll look at implications of the decision on when you could retire, including options for semi and early retirement.

You'll have lots of questions

Many of them may be technical and related to rates and portfolio performance. But some may simply be – "Do I have enough to retire?", "How long will my money last?" and “Can I make sure my family are looked after?” Our friendly team of qualified advisors are here to help you answer them all, and more.

It’s about discovering what’s right for you

Retirement can bring different things to different people. We'll help you work out what you really want to do and how this will impact your financial decision making. This could be having the flexibility to draw an income from your pensions when you want to. The security of a guaranteed monthly income for the rest of your days. Or a combination of both. It really is all about discovering what’s right for you

Bringing it all together

Rather than analyse your financial assets individually i.e. pensions, annuities, ISAs, investments, savings etc, we'll help you look at the bigger picture and how best to use all your assets and tax wrappers to give you the retirement lifestyle you want.

It all starts with a chat

Come and see us for a chat about your circumstances, what your concerns are and what you're trying to achieve. We’re based in Stockton-on-Tees, which is an easy drive from Darlington, Middlesbrough, Durham and surrounding areas. We offer a completely free consultation and there’s no obligation or pressure for you to take it any further. Just give us a call on 01642 52 55 11 or drop us an email, it could be the best decision you ever make.