Pensions & Retirement
Helping to secure
your financial future.
The options for pensions planning have never been greater and there are a range of pensions to suit everyone’s requirements. We will provide you with comprehensive advice on personal pension plans, self-invested personal pensions (SIPPs), self employed pensions, company pension schemes for directors and more.
Giving financial peace of mind, come what may.
Life is full of uncertainties and we all want our families to be cared for when things go wrong. We help to ensure you have the right protection policies in place, whether it be to provide cover in the event of untimely death, protect your income in case of ill-health or to cover repayment of your mortgages and debts. For employers, we can also help with cover for your key employees or shareholder protection.
”Thank you so much for all your hard work in preparing the Transfer Analysis Report and cover letter, everything is as I had expected and very much meets my approval. I am so happy to have finally found a company that has understood my request and prepared exactly what I have requested.GCarlise
”In a very short period you have sorted our pensions problem. What we thought would be a daunting experience was handled for us in a reassuring manner. We are both happy with the arrangements, we are now able to plan our future.A. & L. BBusiness Owner, Stockton on Tees
Many thanks for everything you have done.