John & Pamela Lythe
John and Pamela came to see us wondering if it would be possible for them both to retire at the same time. We took a look at the figures for them.
Suzanne was left wondering how she would cope financially when she was presented with a divorce settlement that didn’t seem fair.
Simon & Pamela Carlton
As organised but busy people, Simon and Pamela wanted help understanding their finances and positioning their money for better returns.
John & Catherine’s story
"We wanted to ensure the family benefited from our estate – not the tax man!"
David & Brenda’s story
"I knew I wanted to retire early but was not sure if I really could afford to."
"I want to make sure I can live in the style I’ve become accustomed to, even after I retire."
Winner for the North - New Model Adviser Awards 2022
Winner for the North - New Model Adviser Awards 2021
Winner for the North - New Model Adviser Conference & Awards 2020
Winner for the North - New Model Adviser Conference & Awards 2019
New Model Adviser Top 100 2021
New Model Adviser Top 100 2020
New Model Adviser Top 100 2019
Professional Adviser Tax-Efficient Adviser of the Year 2021
Moneyfacts Retirement Adviser of the year 2018
Adviser Firm of the year – North East 2020
Adviser Firm of the year – North East 2019
Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland
CISI Accredited Financial Planning Firm™ of the Year Award 2019
Yorkshire Financial Awards – Best Employer 2019
Best Client Engagement (Advisers) 2020
Adviser Firm of the year – UK 2020
New Model Adviser Top 100 - 2018
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.