Retirement Planning
Pension Planning is our main area of expertise. We hold FSA permissions to carry out complex pensions and retirement advice, which includes occupational pension transfers. We are hence one of only a small number of 'pension specialists' in the North East area. We provide individual cash-flow analysis to highlight future needs and acertain any shortfalls to your goals. We also provide at retirement advice, to guide clients through the minefield of annuity choices and the real cost of taking the tax-free cash offered by your employer.