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If you're a few years away and want to get a plan in place, or you're ready to retire what feels like a lifetime ago - we can help you get there.

Had enough of work?
Start planning for
retirement.

The content in this website is for information only and should not be taken as advice. Furthermore, this page may not disclose all of the risks associated with the products we recommend to you, so to find out more, get in touch with us.

Retirement Planning made easy

It doesn't have to be super complicated to start planning for your retirement.

We offer initial consultations, where we get to know you and what your goals are in retirement. We'll have a look at your assets, expenditure, your attitude to risk and your capacity for loss, and then we put together a comprehensive plan to suit your retirement goals, with ongoing reviews and portfolio management.

We'll do the hard parts

While you enjoy your hard-earned retirement!

  • Our initial consultations don't cost you a penny until you decide to go ahead with our advice

  • We'll review your current pensions

  • We can consolidate them if this is the right option for you

  • We'll give you an overview of your retirement options and advise what we think will suit you best

  • You'll get ongoing reviews every year to make sure you're on track and to see if your circumstances have changed

  • We'll manage any investments you have to make sure they perform as well as they should be

  • You'll enjoy your retirement knowing you have a plan in place that suit your lifestyle!

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Considering retirement, but want to know more about your options?

You can read our guide to "Understanding Your Retirement Options" which explains in more detail.

Aimee got all my details together, and put together a plan which clearly showed me that I no longer needed to work full time. 

 

Aimee's advise is broken down into simple terms to understand, with clear examples when needed.

Aimee is always quick to respond, making you feel important to her business.

Mr Ian H

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. 

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