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Happy Retirements
Made in Teesside.

Expert Pension Advice, Retirement Planning and Estate Planning advice that’ll put a smile on your face

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Teesside Born.
Teesside Based.

We’ve been proudly rooted in Teesside for over 20 years, with local Pension & Retirement specialists helping local people plan for their dream retirement. 

Why? Because we know Teesside isn’t just a place, it’s a way of life.

From the iconic parmo to the roar of the Boro, we understand what makes our corner of the world so special.

And we get that retirement here isn’t about slowing down, it’s about living your best life, confidently, knowing everything’s going to be ok.

So, if you’re looking for advice that’s just up your street, speak with us today.

Learn More About Us
The Transporter Bridge Middlesbrough in the Evening

20+

Years Serving Teesside

£200m +

Assets Under Administration

1,100 +

Local Clients

Independent Financial Advice

We’re not tied to specific providers, meaning we’ll find the best options for your Pensions from across the market.

Authorised & Regulated

We’re authorised and regulated by the Financial Conduct Authority, the UK’s Financial Services regulator.

Proven Process

The unique PlanHappy Lifestyle Financial Planning Process is the cornerstone of our service, designed to ensure we get you what you want.

What Our Clients Are Saying...

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Latest Blogs

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3 July 2025

Should You Carry On Or Call It A Day?

You’re still sharp, full of energy, and not quite ready to swap your work boots for gardening gloves just yet.…

27 June 2025

You’ve Planned Your Holiday… What About Your Retirement?

We all do it — spend hours searching for the best hotel deals, checking out flights, and daydreaming about poolside…

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Ready to Talk?

Our friendly team are here to help. Simply pop a few details into the form and we’ll be in touch.

Let’s show you:

  • When you can afford to retire
  • How much money you’ll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle