Do you live in the North East? Are you Struggling to understand your pensions? Want to know when you can afford to retire? We can help... We'll put a date on when you can retire and remove any worries about running out of money. For 20 years our local team of independent pension & retirement planning advisers have helped thousands of people make sense of their options. Many found out they could retire years earlier than expected – our record’s 12 years earlier! We focus on you and what you want from life. Then we'll work out how to use your financial assets to get you there. One person's happy ever after could be pottering in the garden or seeing more of the grandchildren. Another’s could be bungee jumping in South Africa. Similarly, everyone’s financial assets are unique to them, whether based on property, pensions, savings, or investments. Our job is to map the route from these to your happiness. We can look after funds and investments long term and provide a Protection Estate Planning Service to ensure financial assets are protected in the future. This includes Wills, Lasting Power of Attorney, Will Trusts to protect your assets against care fees, plus more besides. Our services also include Equity Release to access tax free cash to fund your retirement. Our initial meeting is no cost, no obligation and absolutely no pressure. This allows you the time and space to decide if our service is right for you. So, when you're ready give us a call on 01642 52 55 11.