Independent Pension Advice and Retirement Planning

We’ve Got the Pension Transfer Gold Standard

Set up by the Pension Advice Taskforce, we’ve been awarded the Gold Standard, which helps you recognise good practice, ethical and professional standards when looking for pension transfer advice.

As Gold Standard holders, we’re committed to helping you clearly understand whether transferring your Defined Benefit (Final Salary) pension is right for you.

What’s even better, the Gold Standard is accredited by the Financial Conduct Authority (the UK financial advice regulator) and the Personal Finance Society (the body for the UK financial advisory profession).

For more on the Gold Standard, download the Pension Advice Taskforce guides:

Download the short guide

Download the long guide

We’ll work together on retirement planning to get you the future you really want through focusing on all the questions that keep you awake at night, things like:

• Should I transfer my pension?
• Will I have enough to retire?
• Will I always have enough?

Also, as qualified professional Financial Advisers, authorised and regulated by the Financial Conduct Authority (FCA) we’re experts on pension advice, helping people work out what their ideal retirement lifestyle is and how to get there.

And, as independent advisers, you can be sure all advice is right for your needs as we’re not tied to any providers.

Get in touch today to book your free, no-obligation consultation and let’s see if we can get you the retirement you deserve. Based in the North East, we look after clients from Teesside, Newcastle, County Durham, Sunderland, Northumberland, North Yorkshire and beyond.