Anthony Prior

Our mission is for clients to know that everything is going to be okay. Whether they want to retire early, help out their children or grandchildren or take that once in a lifetime trip. We believe passionately that when you’ve worked your whole life you should have the confidence to enjoy the rewards as early as possible. We want to redefine the definition of retirement and help our clients to see that this really is the best time of their lives and they should enjoy it to the full. Fear holds most people back, not their finances, our job is to remove that fear by proving their financial assets are enough, whatever that may be for their circumstances. Our process does exactly that. Chances are you are looking for financial advice to answer a specific question. These are the ones we hear most often: Someone at work has retired early and I want to know if I can? Will I always have enough and not run out of money later in life? I’ve been given a transfer value for my company pension and I want to know what to do for the best? How can I help my family out now and/or make sure they are looked after when I’m gone? Can I retire and still afford to do the things I enjoy? I just want to worry less about it all! That's precisely where we step in. We are the pension experts and retirement planning specialists in Teesside and Newcastle. We explain your pension options clearly and simply so you can make informed decisions. We’ll advise you on the advantages and disadvantages of taking a lump sum, pension drawdown, transferring your pensions, tax implications and early retirement, as well as how to protect your estate. We can implement your financial choices and look after your investments on an ongoing basis, if you'd like us to. Initial appointments are free of charge and we'll discuss charges with you fully and frankly before you decide whether or not to go ahead. Meetings are held at our dedicated client offices and our 50+ strong team is renowned for friendly service and great coffee so you've got nothing to lose by popping in for a chat. We work with all pension and investment types, including Defined Contribution, Personal Pensions and ISAs. If you are considering the alternatives for your Defined Benefit (Final Salary) pension scheme, we're one of the few Pension Transfer Specialists in the area. This means we are qualified and regulated to offer advice on these types of pensions. Not everyone is! We have a huge amount of experience in this field and we'll make sure you're given the correct advice to equip you to make the right choice for you.