The Planning Rooms
Local, independent, and regulated
Unit 6 Wellington Court, Preston Farm, Stockton-On-Tees, TS18 3TA Directionshttps://www.yell.com/biz/the-planning-rooms-stockton-on-tees-6145522/#view=map
Why Choose Us?
Got questions about your pensions, retirement planning or investments? We're local independent financial advisers in Teesside and Newcastle
We work with people who are approaching or at retirement in Teesside, Darlington and Newcastle and want to start enjoying a life they've worked hard for. As well as helping you plan for the future, we're qualified as pension transfer specialists and can advise you on your pensions and investments as well as trusts, care fees and inheritance tax.
Our PlanHappy process is designed to answer those questions such as "when can I retire?", "How will going into care affect my finances?", "Can I leave money to my children?", "What should I do with my pension", "Should I cash in my pension", and "Where should I invest?".
We’ll work with you to understand what outcome you’re looking for then we’ll do the sums and gather everything together in a handy, easy to read report so you can see exactly where you are and where you’re heading.
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 also hold the Pension Transfer Gold Standard.
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.
For added peace of mind our work is authorised and regulated by the Financial Conduct Authority.
Products & Services
Chartered Financial Planner
Estate Planning Experts
Financial Services Authority Authorised
Independent Financial Advisers
Lifestyle Financial Planners
Pension Advice & Transfers
Retirement, drawdown and Annuities
Savings and Investment Advice
- Financial Conduct Authority (484324)