The Planning Rooms, 6 Wellington Court, Preston Farm,, Stockton on Tees, TS18 3TAMake an enquiry
We specialise in advice on all types of pension and retirement planning, including Final Salary pension transfers.
Naturally we are qualified, regulated Independent Financial Advisers, we're also nice people and we want to make your future financial journey meet your needs, whatever they may be.
Based on Preston Farm we have a beautiful office created for clients to feel welcome and comfortable, so that you can relax and carefully consider the decisions you face.
It is likely that you found us because you have a question or need some guidance. This could be things like - what are your pension choices, when might you be able to retire or how to get the best return on your savings and investments.
You are unique, your financial journey and plans for the future are individual to you. Our process is designed to help us find out who you are so we can tailor our advice and recommendations just for you.
We have a team of 35 and growing, all dedicated to ensuring the best outcome for our clients.
Together we’ll get to the answers you are looking for.
Come in for a free, no obligation chat about your circumstances and what you're trying to achieve. We listen.
Then we'll carefully and clearly explain the financial options available and show you how we can help.
Naturally, we are qualified and regulated to provide financial advice. We are also one of the few Pension Transfer Specialists in the area.
This means we can advise on Final Salary/Defined Contribution pensions too.
We can also look after your funds and investments long term and provide a Protection service to ensure your financial assets are protected in the future, if you like.
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