01245 526328

01279 293216 

 

Pension Review Service
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Welcome

Welcome to the Pensions Review Service with me John Castle.

I offer impartial and expert retirement planning advice to help you maximise your income in retirement.

The pensions advice I provide is fully guaranteed and backed by comprehensive Professional Indemnity insurance.

To find out how you can benefit, please feel free to get in touch.

I look forward to hearing from you.

Helping you make the most of your retirement

We all want to know that when we eventually stop working, we’ll have sufficient income to maintain a good standard of living in retirement.

As a pensions specialist, I can help you boost your retirement income and bring you increased clarity, certainty and peace of mind.

My role is to make the complex simple and to help you make fully informed decisions, so you can plan ahead with confidence.

Why Reviewing Your Pensions Matters

Most of us have accumulated several different pensions during our working lives. Often these get put to one side, or forgotten about, until we get closer to retirement age.

Unfortunately, many older style pensions are out-dated and no longer fit for purpose. This can result in being invested in underperforming funds, paying more than you need to in charges and being restricted in terms of how you can access your pension income.

If left unchecked, over time this can become detrimental to the level of income you’ll receive in retirement.

My independent pensions review service is designed to uncover these inefficiencies and put you back in control.

Independent Pensions Review

If required, I can complete a thorough review of each of your pensions to ensure they’re working optimally for you, and in the way you want them to.

This will include identifying any opportunities to:

   Manage them more efficiently.

   Improve the performance of your funds.

   Reduce your plan charges and costs.

   Maximise your income in retirement.

   Increase flexibility for drawing your pension.

   Improve your tax-efficiency.

This service is provided on a transparent fixed fee basis, subject to the required scope of work, to be discussed and agreed in advance.

Complimentary Discussion

To help us both understand whether an independent pensions review may be beneficial for you I offer a free no-obligation, exploratory discussion.

I will:

   Take the time to understand you and what you want to achieve.

   Evaluate your current position regarding retirement.

   Discuss your pension arrangements and the potential for any significant improvements or efficiencies to be made.

   Provide you with clear information and advice, answering any questions you may have.

   Help you decide whether I’m the right fit for you.

   If relevant, discuss and agree next steps.

To arrange a time to speak, please contact the office on 01245 526328 / 01279 293216

Alternatively, you can book an appointment directly into my calendar using the link below:

What Our Clients Say

  • Invaluable Guidance & Advice


    John took the time to clearly explain everything and laid out a clear plan of action, making sure I understood each step. His guidance and advice was invaluable. I highly recommend John for anyone needing clear, thoughtful advice and support.

    Ernestine Lees

  • Genuine Benefit


    My experience working with John was excellent. He explained everything clearly and made the whole process straightforward, which gave me real peace of mind. His service has been a genuine benefit, and I would have no hesitation in recommending him.

    Dave Lewis

  • Felt Relieved


    John dealt with the concerns I had and was able to answer all my questions. He kept me updated throughout the process of reviewing my pensions. I felt relieved that John managed the whole process and made everything easy for me.

    Penelope Cochrane

  • Incredibly Helpful


    John really took the time to understand my situation and provided comprehensive information and advice which was incredibly helpful. I really appreciate all his help and wouldn't hesitate to recommend his services.

    Lynn Davies

  • Excellent Recommendation


    The personalised recommendation report John prepared for me was excellent and I now feel in control of my retirement. John’s friendly and professional service made the whole process a delight, and I highly recommend him to others.

    Stuart Coates

  • My Best Interests


    John put me at ease, making the process simple, comfortable, and even enjoyable. He took the time to understand me and my objectives, and I always felt he had my best interests at heart. I’m very happy with the pensions advice and service he provided.

    Suzanne Brown

The pensions advice we provide is fully guaranteed by New Leaf Distribution Ltd and is backed by professional indemnity insurance (up to £2m per claim).

Get in Touch

Complete the form below and I will contact you to arrange a convenient time to speak.
John Castle
Castle Financial Planning 
01245 526328 / 01279 293216
 john@castlefinancialplanning.co.uk
Elizabeth House, 28 Baddow Road, Chelmsford CM2 0DG
  Office-based meetings available at:
Elizabeth House
28 Baddow Road
Chelmsford
Essex
CM2 0DG
Thremhall Park
Start Hill
Bishop’s Stortford
Hertfordshire
CM22 7WE
Castle Financial Planning is an Appointed Representative of New Leaf Distribution Ltd,
who are authorised and regulated by the Financial Conduct Authority: Reference No. 460421. Head Office: 165-167 High Street, Rayleigh, Essex, SS6 7QA. Company registration Number 5520001.