What we do

Retirement planning

Many of our clients have worked locally in the same job for most of their career – be that in manufacturing, education or the NHS.

They’re at the time in their life when they’re wondering whether they can stop work early, go part- time, or withdraw some money for a one-off purchase.

We help them by looking at the plans and policies they’ve collected over the years to establish where they are currently. We take time to find out more about what they’d like to do in retirement, and create a financial plan that helps them to achieve that.

Get in touch

We’d love to hear from you. Contact us via the below or complete the form and one of our friendly team will be in touch.


Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB.




0800 018 6020

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