A local business

with a national reach
Create and Secure Your Future

Discover how we can help

Retirement Planning

Advice on choosing Pre Retirement Planning and at Retirement Planning Schemes

Final Salary Scheme

Providing a full analysis of the benefits offered by Final Salary/Defined benefit scheme

Financial Planning

Financial Planning, Inheritance Tax Planning, and Investment Planning Advice

Corporate Services

From Group Sick Pay Schemes to Succession Planning for business owners, we can help.


We see no reason to look elsewhere for our financial advice. He takes care of our investments and we get on enjoying retirement.

Peter and Una Weightman, Durham City

Get in Touch

Please contact us for more information, or to arrange a free no-obligation discussion.

Contact Details

2 Pykerley Road
Whitley Bay
Tyne & Wear
NE25 8EN

Telephone: 0191 2903689
Mobile: 07778 349547

Business Hours:
Monday to Friday, 9am-5pm

Wednesday and Thursday evening appointments available on request.