Retirement planning

Planning for your retirement is a very important part of your long term finances and you must consider two main questions:

 

How much do you want and when do you want it?

 

If you are:

  •          considering starting a new Pension Plan

  •          reviewing your existing plans

  •          approaching retirement

 

as Indepdent Financial Advisers, we understand the many choices available to you and will explain your options in a straightforward, easy way.

 

Pensions are a long-term investment. You may get back less than you put in. Pensions can be and are subject to tax and regulatory change; therefore, the tax treatment of pension benefits can and may change in the future.

Castle Financial LLP (a Company registered in England and Wales Company Number OC323396) is authorised and regulated by the Financial Conduct Authority (FCA No. 461356). This website is a regulated business territory site for UK based clients only. Whilst the information detailed here is updated regularly to ensure it remains factually correct, it does not in any way constitute specific advice and no responsibility shall be accepted for any actions taken directly as a consequence of reading it. We are not responsible for the information content provided by external website links.

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If you wish to register a complaint, please write to info@castlefinancial.co.uk or telephone 01200 422522. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

 

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