“I need help with my pensions”
Understand what you have and build a clear plan for your future.
Private planning for individuals and businesses
Straightforward Financial Advice You Can Actually Understand
Independent advice designed to help individuals and businesses protect their wealth, plan ahead and achieve long-term financial security.
- Independent Financial Adviser
- Personalised Advice
- FCA authorised and regulated
Proud to be independently working with
Why plan ahead
Whether it’s your family’s future or the business you’ve built, it’s the most important thing you own. It’s also the hardest to plan around.
Your plan at a glance
- PensionsBrought together and made clear
- InvestmentsBuilt around your goals
- ProtectionYour family looked after
- BusinessPlanned for the long term
Your planClear and simple
ReviewsRegular check-ins
About me
Advice from Someone You Can Trust
I provide comprehensive pension; investment & protection insurance advice tailored to your individual needs. I cover a range of topics, from tax and investment strategies to retirement planning, and I am committed to helping my clients make the most of their finances.
- Clear, straightforward advice
- Tailored to your situation
- Support when you need it
- Focused on what matters to you
How I can help
“What should I be doing with my investments?”
Get clear, sensible advice to help you grow and manage your money.
“Do I have the right protection in place?”
Make sure you and your family are properly covered if something happens.
“How do I protect my business?”
Put the right plans in place to keep your business secure and stable.
“Can I access money from my home?”
If you're over 55, explore your equity release options with clear advice.
How it works
A step-by-step process
Six clear stages, from our first conversation to regular reviews, so you always know where you are.
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01
Engagement
We will find out what you want and gain an understanding of your hopes, goals and objectives. This first step is all about you, not just your finances.
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02
Discovery
We’ll then establish your current financial position. This will include working out your assets and liabilities, income and expenses and understanding your overall situation.
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03
Research, Analysis & Plan Creation
At this stage, your adviser will assess all the information they’ve gathered and consider what is working for you, what can be improved and create your Financial Plan.
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04
Presentation
We’ll deliver a detailed report, including justifications for the recommendations we have made. You’ll then agree with us how you wish to proceed.
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05
Implementation
Your adviser will take on the responsibility of putting any changes into action. This will be undertaken with great care and attention. After this, you will be on the right track.
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06
Ongoing Review
The best results happen when your adviser revisits your plan regularly to make sure it continues to work for you.
Pension calculator
What could your pension pay you each week?
Move the sliders to see an estimate in today's money, including the full new State Pension once you reach State Pension age.
Weekly income from State Pension age
£0per week
60to 68
68+for life
From your pension potsNew State Pension
- Pot at retirement
- Tax-free cash
- State Pension age
See all the assumptions we've used
- Investment growth of 5% a year, less charges of 0.75% a year.
- Inflation of 2.5% a year. Every figure is shown in today's money.
- Monthly contributions rise 2.5% a year with pay, so they stay level in today's money.
- Full new State Pension of £241.30 a week (2026/27), rising with inflation. Your amount depends on your National Insurance record.
- State Pension age follows current law: 66, rising to 67 for people born after 5 March 1961 and to 68 for people born after 5 April 1977.
- The pot left after any tax-free cash buys a single-life annuity that does not increase. Rate used: at age . This is an illustration, not a quote.
- Income is shown before income tax.
This estimate is for illustration only and is not financial advice. Real growth, charges and annuity rates will differ. Speak to an adviser before making decisions about your pension.
Testimonials
Helping you plan with confidence
From pensions and investments to protection planning, clients trust me to provide advice that helps them move forward with clarity and confidence.
Lee was able to provide me with clear and detailed financial advice on setting up a pension, and other potential forms of investment. As a first time customer I was impressed with his ability to provide me with an appointment and complete the administration of the pension in a very short amount of time, with the end of year deadline fast approaching. Lee is very professional, but also very personable. I would highly recommend him for those in need of a financial advisor.
Incredibly knowledgeable, detailed with his insights and a good guy to top it off! Look forward to working together in the future
Lee helped me organise my pension pots into one place and guided me through without confusing me along the way. Highly recommend Mr Stunell
After going self employed I needed to review my individual pensions and try to bring them together where possible. Lee was able to provide me with the advice I needed and helped me to understand my options for moving forward.
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