What you need in retirement will depend on your current situation and what your plans are for the future.

Recently retired or already enjoying retirement?

Services for retirees

If you've already retired, you'll need to make sure your money is performing as well as it possibly can.

  • A review of your current pensions to see if they're performing well

  • Pension Consolidation (if this option is right for you)

  • An overview of your retirement options, whether that be annuities or flexi-access drawdown.


What is Pension Consolidation?

Do you know where your pensions and investments are held?

Combining all of your current pensions into a single new one can be a great way of keeping on top of your pensions and how they are performing. You can fully take control of your pension policies by bringing them together into one easy to manage fund, so you can monitor their performance easily.

What do you want out of retirement?

Retirement Planning made simple.

Your retirement dream might not be as far away as you think. Take a closer look at what you really want, and have a discussion with us about your retirement plans. Is it time to put your feet up? Spend more time with the grandkids? Travel around the world? Once we know what you want and your financial situation, we can try and help you get there.


Get financial advice from the comfort of your own home! Start the process by getting in touch and then filling in our online questionnaire. We review your information, analyse your plans and discuss with you your financial plan.


Alternatively come and meet us at one of our offices or a convenient meeting spot. We will complete a factfind with you, analyse your plans and present to you your financial plan. 

Financial planning for whatever stage you're at in life.

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I needed to put my house in order. Aimee set up a protection policy for me and gave me advice on the best options to suit my circumstances. In my case, the advice and product was exactly what I needed.

Thanks for your help Aimee, glad everything is in place and I am reassured I have the right policy.

Anne, Durham

Get in touch

We can have a discussion with you on the phone, through email, online or in person - whatever suits your personal preferences.  Just get in touch with us and we can book in your meeting.

Give us a call

0191 380 4106