01245 526328

01279 293216 

 

Pension Review Service
17295
wp-singular,page-template,page-template-full_width,page-template-full_width-php,page,page-id-17295,wp-theme-bridge-2,wp-child-theme-bridge-child,bridge-core-3.0.5,qi-blocks-1.5.2,qodef-gutenberg--no-touch,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode-title-hidden,hide_top_bar_on_mobile_header,qode-child-theme-ver-29.1.1665238758,qode-theme-ver-29.1,qode-theme-bridge,disabled_footer_top,qode_header_in_grid,wpb-js-composer js-comp-ver-6.9.0,vc_responsive

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 to put you back in control.

Independent Pensions Review

If required, I will 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 help you:

   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.

Complimentary Exploratory 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 schedule an exploratory discussion, please contact me directly on 01245 526328.

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

What Our Clients Say

  • I’m very grateful for the help John provided in relation to our family Trust. He 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 really appreciated his patience and the clarity he brought to what was a complex issue. I highly recommend John for anyone needing clear, thoughtful advice and support.

    Ernestine Lees

  • John was happy to answer my many questions, and offered advice on the various options given my current position and desired outcome. The personalised recommendation report he prepared for me was excellent. The journey from not having much of a clue about my pension situation, to having a clear view towards an early retirement was smooth, and I now feel in control. John’s friendly and professional service made the whole process a delight, and I highly recommend him to others.

    Stuart Coates

  • 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. Each step was clearly explained, and I was kept well-informed throughout. I’m very happy with the service and look forward to continuing our relationship in the future.

    Suzanne Brown

  • I had some complex tax-related questions that were causing me to worry, but John's help put my mind at ease! He 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

  • John truly listened to my concerns with my current pensions and was able to answer all my questions. I felt heard and John 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

  • 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

  • I recently used the services of John Castle. Very knowledgeable and helped me to achieve the outcome I wanted. Nothing was too much bother. He was very patient and helpful and responded straight away to any queries I had.

    Laura Tyzack

  • Mr Castle was recommended to me. He gave me very clear answers to my questions and helped me immensely. He resolved all my worries regarding the financial issues I and my family were facing. I would highly recommend Mr Castle to anyone looking for financial advice.

    Susan Woodbine

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 
London: 0203 633 5682
Chelmsford: 01245 526328
 john@castlefinancialplanning.co.uk
167-169 Great Portland Street, London W1W 5PF
Serving clients across London, Essex and Herts.
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.