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Serving clients in
Yorkshire, North East
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Simon Cocking
CEO, Financial Planner
Simon has overall responsibility for the growth of the business and achieving the best results for its clients.
Expertise in
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Articles related to Simon and his team
Changes to the lifetime and annual pension allowances: What does it mean for you?
If your pension pot is on track to reach £1 million, find out how you could benefit from the removal of the Lifetime Allowance
What should I do with an inheritance received in my 60s?
Receiving an inheritance in your 60s could affect the value of your estate, and the amount of inheritance tax due.
Should you consolidate your pensions?
Pension consolidation simply means combining two or more pensions into a single pot. There are several reasons why this might be worthwhile
How does the 2023 Budget affect your pension and retirement planning?
The Spring Budget 2023 included several changes that impact pension savings – and how you take your pension when you retire
Will my children receive their inheritance if I remarry?
As you get older, you may need later-life care. One of the biggest questions is will you have to sell your home to pay for it or is there another way?
What’s the difference between UFPLS and flexible pension drawdown?
When you retire, it’s essential that you understand all your options. This article explains the difference between UFPLS and pension drawdown
A Brief Guide to Pension Drawdown
What is pension drawdown, and is it better than buying an annuity? Find out about the pros and cons before deciding what's best for you
What questions should I ask when choosing a financial adviser?
Only by providing open and honest answers will your financial planner be able to design a financial plan that helps you achieve your life goals
Do I need to sell my home to pay for my care?
As you get older, you may need later-life care. One of the biggest questions is will you have to sell your home to pay for it or is there another way?
How much do I need to retire?
The amount needed in retirement varies from person to person because we all have different goals and circumstances
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