We’ve been helping Teessiders understand and manage their pensions for over 20 years – and we can help you too.

Get expert advice on your pension options.
Gain a clear understanding of how best to plan for retirement and create the life you love.
Get face-to-face support and advice to stop those sleepless nights.

As UK pension specialists, we can help you with all your retirement and estate planning needs.

So, whether it’s pension consolidation, protecting your home from care fees, or exploring equity release, we’re here to help.

How we can help

Whatever you want to do in retirement, there’s a good chance we’ll be able to help you plan it.

So, whether you need:

We’ll highlight your options and answer those all-important questions.

Essentially, it’s all about uncovering what keeps you awake at night and what your hopes are, then doing the money bit to work out how you get there.

What’s not to love about that?

Life’s too short to waste time worrying. So, whatever questions you have, we can give you the answers.

Meet some of our clients and see what they think of us, the PlanHappy process and how it’s helped them do what they wanted…

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: