Pension Advice Newcastle

MHA Tait Walker award-winning financial advisors offer retirement planning and pension advice in Newcastle Upon Tyne.

We offer specialist pension advice in Newcastle to help you build the perfect retirement plan for your ideal future. At MHA Tait Walker, we like to think of retirement as the longest holiday of your life. As with any holiday, planning for your retirement can be complicated, with many different things to take into account.

Of course, pensions are only one part of retirement planning. We can develop strategies to keep control of your pension pot and help manage your lifetime’s worth of pensions, investments and cash accounts. We can also advise you on property ownership and how retirement will impact this.

We are able to provide advice on all aspects of retirement planning, including how it interacts with Government legislation, taxation and state provision. As independent advisors, we will provide advice on the right pension for you and for your business, if appropriate.

Professional service you can count on

As a leading accountancy firm with over 80 years of experience and accreditation from the Financial Conduct Authority, we guarantee the highest standard of service. Our highly qualified team of pension specialists undertake continuous research to ensure they maintain the most up to date knowledge.

We will work with you to review your assets, identify what you can afford to put away and ensure your money is in the best possible place to maximise your retirement income. 

A happy, secure retirement

You may be just getting started with saving for retirement, nearly retired or looking to review your retirement finance options. However, one thing everyone wants is a happy, healthy and secure retirement. 

At MHA Tait Walker, we put our clients at the centre of our pension advice service. We are here to understand your individual goals and needs, and offer pension advice tailored specifically towards your best interests. We will ensure your retirement plan is affordable in the long and short term, taking advantage of as many tax reliefs as possible, giving you peace of mind to enjoy life now, and in the future.

Pension schemes we can advise you on

  • Personal Pension
  • Self Invested Personal Pension (SIPP)
  • Small Self Administered Scheme (SSAS)
  • Executive Pension Plans
  • Previous Employer Pension Schemes
  • Stakeholder Pensions
  • Workplace Pensions

Contact Us

Your perfect retirement is just a conversation away.

If you’d like more information on our Pension Advice Newcastle services, get in touch using the form below: