Telephone: 01943 871627  



It's time for you to enjoy the retirement

you have worked so hard for. We can help.




You want the peace of mind to know you have the means to fully enjoy your retirement. You may want to see the world, help your children buy their first house or simply enjoy your new found freedom. You may need help understanding the complex pension rules.


You need someone you can trust who will give you fair and objective advice and who will be able to look at your whole situation and help you simplify and organise your financial affairs. You want to be confident that your money is wisely invested and that you and your family's future is secure.







We are Independent Financial Advisers based in Otley near Leeds, established in 1998. We specialise in pensions and retirement planning and are qualified and regulated to advise on the entire range of investments. Our Principal Partner Paul Turner is a highly experienced Chartered Financial Planner.


We aim to develop a long term relationship with you and understand your priorities and aspirations to help you design and implement a well thought out financial plan to identify how and when you can retire. We offer outstanding customer service whilst delivering excellent value for money.

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