• info@castlewealth.co.uk
  • 01279 874505

Independent Financial Advice

Pensions

Your pensions are an essential part of your finances. Whether you are ‘planning for’ or ‘at retirement’ we provide the support to help you achieve your retirement goals.

It is not uncommon for investors to be unsure as to the risk level, cost, or suitability of their holdings.

Our services are often requested in order to assess the suitability of these holdings and we are pleased to be able to offer a completely free review service.

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

Castle Wealth work with you to consider all the options based on your needs and risk appetite. As part of the financial planning process, it is our job to blend the savings vehicles that will yield the most efficient income in retirement.

Planning for your retirement is possibly the most important financial decision you will ever make. With life expectancy increasing year on year, we are now seeing the potential to spend almost as many years enjoying retirement as we have spent saving for it. Planning for it correctly will provide you with the standard of living you wish after you stop work.

Forward planning for your retirement can mean having the reassurance of financial security in later years, rather than the worry of wondering how you will cope. A comfortable lifestyle in retirement is something to which we all aspire, and increasing longevity means that we all need to make extra provision for that retirement.

Bishops Stortford
(Head Office)

Castle Wealth Ltd
Thremhall Park
Start Hill
Bishop’s Stortford
Hertfordshire CM22 7WE

T: 01279 874 505

Chelmsford
 

Castle Wealth Ltd
Springfield Lyons House
Chelmsford Business Park
Chelmsford
Essex CM2 5LB

T: 01245 860 912

Hertford
 

Castle Wealth Ltd
The Town House
114-116 Fore Street
Hertford
SG14 1AJ

T: 01992 350 132

 
 

E: info@castlewealth.co.uk

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