Book Your Place Today
How to ensure your money, property & possessions go to the right people
Free Pension Workshop: Thurs 17th July, 6pm-7pm – Register Today
Free Pension Calculator: See how long your Pension Pot could last – Try it now and get instant results
You’re building-up savings for your retirement and you want to know more about being well prepared for retirement.
Learn MoreExpert financial advice for your pensions, retirement, estate planning, and more.
Learn MoreEstate Planning, or ‘Protect’ as we call it, is more than just having a will—it’s about safeguarding your assets and making sure that your loved ones are taken care of after you’re gone.
Learn MoreJoin us and our Teesside-based financial planning experts at one of our free financial wellbeing workshops and help us find your happiness.
Learn MoreTuesday 12th August 2025, 6pm - 7pm
How to ensure your money, property & possessions go to the right people
"*" indicates required fields
Get clarity on your options so you can make sure you’re protected.
Estate planning In the UK, or Protect as we call it, is all about protecting your financial planning, so you know your assets and family are protected when you’re no longer here. It could include things like:
You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.
Book your placeThen join us at this free workshop for expert guidance.
From Wills to Lasting Power of Attorney, Inheritance Tax to Care Fees Planning, this workshop covers everything you need to know.
Make sure your money, property, and possessions go to the right people and aren’t lost through lack of planning.
Our expert team will be on hand to answer your questions.
Book your placeIt’s about knowing that everything’s taken care of.
We’ll take all the confusing legal jargon and put it in simple easy to understand language, while also busting some of those common myths people have, like:
Whatever you’re looking for help with, our experts will be on hand to make things clear for you.
Book your placeTake this quick quiz and receive your FREE, personalised report covering these key areas:
How to ensure your money, property & possessions go to the right people
"*" indicates required fields