Pension advice & retirement planning
We all need to consider pensions and retirement planning, preferably sooner rather than later. Tees' pensions advisers can help you make the right arrangements.
Pension services and retirement planning
Independent financial advisers
We all need to think about pensions and planning for retirement, preferably sooner rather than later. Our expert pension advisers can help you make the right arrangements.
Your pension is your security for your future. It's there to make sure you can live comfortably in retirement and enjoy life! We've helped lots of people through the complex world of pensions. At Tees, we understand how pensions work down to the finest detail. Our Pension Transfer Gold Standard accreditation gives you the confidence that you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.
Our guide to pensions and retirement planning covers more detail about the different types of pension, schemes and rules that apply around pensions.
Our independant financial advisers can help with:
- planning for retirement, including pensions for children
- transferring all your pensions into one pension plan
- Defined Benefit pension transfers
- additional voluntary contributions (AVCs)
- the different types of pensions and schemes that exist, including personal pensions, stakeholder pensions, Small Self-Administered Pension Schemes (SSASs), SIPPs (self-invested personal pensions), workplace pensions and National Employment Savings Trust (NEST) schemes
Good pensions and retirement planning will help you make sense of a complex and confusing system. And it’s not just about thinking ahead – if you’re approaching retirement, you’ll need advice on:
- taking an early pension
- annuities, pension drawdown and tax-free lump sums
- later life lending, including equity release as a way of producing a cash lump sum by unlocking the value of your home
Our advisers can also advise businesses on company pension schemes, including auto-enrolment, group pension schemes and directors’ pension schemes.
Free pension advice
To find out more, give us a call. We offer a free consultation and can meet you face-to-face, virtually or in your own home, whichever is best for you. Tell us what you want to achieve, and we’ll let you know how we can help.
We have offices in Cambridge, Brentwood, Chelmsford, Saffron Walden, Bishop's Stortford and Royston, but we can help you wherever you are in the UK.
Call our financial specialists for a FREE initial consultation on 0808 159 6740 The financial services provided on this page are by Tees Financial Limited, authorised and regulated by the Financial Conduct Authority. Registered number 211314.
Our legal services are regulated by the Solicitors Regulation Authority.
Talk to an expert
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Cara Lambert
Senior Wealth Planner, Wealth Management
Bishop's Stortford office
Meet Cara -
Adrian Ostler
Financial Services Manager, Wealth Management
Cambridge office
Meet Adrian -
Kieron Willis
Senior Wealth Planner, Wealth Management
Bishop's Stortford office
Meet Kieron -
Neil Matten
Wealth Planner, Wealth Management
Cambridge office
Meet Neil
What our clients say
Jeff Sadler
Eastbourne
Adrian listens carefully and provides impartial advice which has been invaluable in helping to me reach my retirement and lifestyle goals. I have no hesitation in recommending Adrian, as his people skills are excellent and the advice given is always uncomplicated and succinct.
Mr T & Mrs N Smerdon
Huntingdon
Kieron was able to explain things to us in simple terms which we understood and even made pensions sound interesting! You can tell that he loves what he does and really knows his stuff. He has a friendly approachable manner and we look forward to working with him again in the future.
Mr and Mrs W
Westcliff
Entrusting the accumulated wealth of a lifetime's endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Susan Smith
Braintree
Tees patiently explained everything in detail, in language that is easy to understand. They offered an excellent professional, honest, trustworthy and friendly service.
