News & Insight

PLAN HAPPY’s in Toon

were in the toon

Bringing Happiness to Newcastle

We’ve come a long way from our 2007, one man and an admin assistant, beginning.

It’s hard to imagine such a humble start when you look at today’s 50 strong team, all working towards helping people get the retirement lifestyle they want.

Part of the reason for this growth is due to our unique PLAN HAPPY process. It’s all about focusing on lifestyle first rather than just numbers.

By looking at the ideal then seeing how the money fits, we’re able to help people spend their retirement doing what they really want, rather than scraping by too scared to live.

It’s easy to understand how our lifestyle financial planning process has become so popular when you see feedback from clients.

One client, on a once-in-a-lifetime holiday he never thought he’d go on, summed it up with the simple words:

   “Still Happy!”

Another, after finding out he could have retired before, said:

   “I wish I’d come to you years ago.” 

And another, who was simply grateful for the help and planning, said:

   “Booking an appointment with you is without doubt the best decision I could have made. From the moment I picked up the phone    I’ve been made to feel you truly have my best interests at heart. Outstanding.”

The Newcastle expansion opens-up this opportunity for the whole region, allowing all people in the North East the chance to plan the retirement future they want.

With most of our clients retiring an average of five years before normal retirement age, we can’t wait to start helping the people of Newcastle make their lifestyle dreams a reality.

After all, life’s for living.

CEO Neil Parker said:

   “My vision has always been about redefining retirement and showing people it’s nothing to fear. It’s never been about multimillionaires, instead it’s about helping hard working people retire in the way they want to. The Newcastle expansion is a continuation of this.”

The new site is based on a tranquil business park facing the River Tyne, close to the city centre.

If you’d like to find out how to get retirement on your own terms, give us a call on 0191 249 42 57 and we’ll chat through your options.

Don’t forget, your initial meeting is free and no obligation, so there’s nothing to lose except the fear of retirement.

If your looking for advice you can visit our page pension advice Newcastle.

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