Pension advice & retirement planning

We all need to think about pensions and planning for retirement, preferably sooner rather than later. Tees' pensions advisors can help you make the right arrangements.

Kieron Willis, Bishop's Stortford
Kieron Willis, senior wealth adviser in Bishops Stortford

Pension services and retirement planning

Independent financial advisors

We all need to think about pensions and planning for retirement, preferably sooner rather than later. Our expert pension advisors 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 yyou’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 IFAs can advise you on:

  • 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 pension 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 pension solicitors also provide advice to 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.

Our independent financial advisors are based in:

  • Cambridgeshire: Cambridge
  • Essex: Brentwood, Chelmsford, and Saffron Walden
  • Hertfordshire: Bishop's Stortford and Royston 

But we can help you wherever you are in UK.

Call our specialist advisors on 0808 231 1320

or fill out our enquiry form and an advisor will contact you.

Enquiry form

Mr T & Mrs N Smerdon


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.
Make an enquiry today
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The financial services provided by Tees on this page are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.

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