Pension Advice Stockton

Our specialist team in Stockton and across the North East offers strategic pension advice to help you achieve your retirement dreams. At MHA Tait Walker, we treat retirement like the longest holiday of your life. As with planning for any holiday, there are lots of different things to consider, and it’s key to choose the right pension advisor to help you plan for retirement properly.

 

 

As independent advisors in Stockton and over the North East, we offer advice on all areas of retirement planning, including taxation, state provision, and Government legislation. Additionally, if you are a business owner we can also advise you on the right pension for your business.

 

 

Of course, pensions are just one aspect of retirement planning. We can implement a comprehensive strategy to manage your pension pot, investments, and cash accounts. We also offer advice on your property portfolio and how retirement might impact this.

Professional service you can count on

We are committed to providing an exceptional service. Not only are we an award-winning firm, but we are also accredited by the Financial Conduct Authority (FCA) and have over 80 years of accounting experience. Our specialist team will research your existing assets to determine what you can afford to put away, ensuring your money is in the right place to help you achieve your retirement goals.

What’s more, our pension experts continuously survey the market to keep an eye on any important changes, so you can rest assured you are in knowledgeable hands with MHA Tait Walker.

A happy, secure retirement

We work with a wide variety of clients with many different goals and ambitions. However, we have realised something in all our years of experience. From individuals who have already retired, to those who are just starting to pay into their pension pot, one thing everyone agrees on is that they want a happy, healthy and secure retirement.

At MHA Tait Walker, we put you at the heart of our retirement planning service. We will work closely with you to identify your personal goals and ambitions, developing a  tailored strategy based on your requirements. We will ensure your retirement plan is cost-effective in the long and short term, and taking advantage of as many tax reliefs as possible, so you can live the life you really want to live when you retire.

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

If you’d like further information about our Pension Advice Stockton call 01641 676 888 or email emma.palleschi@taitwalker.co.uk