Enjoy the retirement you have worked so hard for

         One of Yorkshire’s leading providers of retirement planning advice for over 20 years

Our clients are typically approaching or at retirement with investable assets of at least £250,000.

The Gold Standard of Financial Advice

Our Principal Partner Paul Turner is a highly experienced Chartered Financial Adviser providing professional, trusted advice.

Can you afford to retire?

We are retirement experts who can explain the pensions freedoms and rules and help you understand your options at retirement.

First Class Customer Service

Our small and friendly team provide a bespoke, personalised service with our client’s goals and interests at the very centre of what we do.

Contact us to arrange your free initial meeting:

Retirement Specialists

Our clients have worked hard for many years, and now they want to know that they have the means to enjoy the retirement they deserve whilst also securing the future for their family. 

 

How We Work

We adopt a goals – based approach which involves reviewing your entire situation and then developing a personalised plan to enable you to meet your objectives.

1

Establish goals and collect all your financial information

2

Analyse your current situation including attitude to risk

3

Develop a financial plan including lifelong cashflow analysis

4

Implement recommendations

5

Review and monitor on an ongoing basis

Our Team

We have a small and dedicated team who work closely with our clients to provide a first class, personalised service.

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Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully

SD Retired Director
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I was recommended The Financial Planning Practice by a friend and have now been receiving advice from them for over 20 years, I have in turn recommended them to close friends who I know are wholly satisfied with the service they receive.

NM
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Paul has been our financial advisor for the last 15 years, and has always been extremely responsive, attentive and professional.

MH
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Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has spotted several potential issues which could have resulted in a loss.

MR University Dean
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Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.

AB CEO