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We can help you plan for your future with our  Pension, Plan & Protect  service.

Just getting started with your finances?

Pension, Plan, Protect.

Our package deal for those just getting started financially.

  • We'll help you set up a personal pension

  • We'll help you plan for the future with your finances

  • We'll help you work out the right insurance policy to suit your needs

  • We'll set up a will for you, for that extra peace of mind

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Online

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.

Face-to-Face

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