• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Pensions

We analyse your retirement goals, and through a series of life cycle plans, we help you to work out how much you should be saving to get the best possible income in retirement.

We’ve been in the financial sector since 1980. We have vast experience in personal pensions and with our dedication to customer satisfaction we aim to become a life-long trusted partner.

We’ll take you through your options, without trying to confuse you with industry jargon. We’ll listen to your circumstances, give you honest advice as to how we can help, and give you the support you need to make decisions regarding your financial future.

Ellis Bates
Retirement Savings Calculator

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Use our handy calculator to work out how much you need to save to reach your retirement target. If you would like to have a chat with one of our Advisers to discuss your plans further please make an appointment here.

*please note this calculator should be used as a guide only, and not used to replace professional calculations and advice.

Equity Release

We’ll take the time to understand your aspirations and advise you on solutions for releasing capital or income from your home including ‘equity release schemes’, ‘lifetime mortgages’ and ‘home reversion schemes’.

Financial Protection

We help our clients to choose the best possible insurance packages so that they have peace of mind that their loved ones and family will be protected and cared for financially.