Will I have enough for the retirement I want?

When it comes to planning your retirement, you can’t afford to leave anything to chance. We’ll help you take control, so you have financial security and flexibility over when and how you retire.

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A solid financial plan for your retirement

There’s a lot to think about when planning for your retirement. Working together, we’ll help you gain a better understanding of your savings.

An ideal place to start is by understanding the lifestyle you’ll want and the things you’ll want to enjoy when you retire, providing you with a view of how much income you’ll need after you stop earning.

>We’ll look at all your current savings, pension schemes and investments together, to work out how much money you have now and how much you’ll need before you can stop working or take a step back.

We’ll help you understand how you can take advantage of all your tax-free savings and investment allowances – as well as tax thresholds – which could make a big difference to the total amount you’ll have to draw upon.

Gain an understanding of the right balance between keeping your money invested to generate a sustainable income without taking too much risk, which could leave your plans vulnerable to fluctuating financial markets.

Have you saved enough for your retirement?

Pension Contribution Calculator

Use our pension contribution calculator to understand how much money you’ll have for your retirement. Speak to our planners to explore how we can help you secure the lifestyle you want.

Why Retirement Planning could be ideal for you

Whether retirement feels like a long way off or just a few years away, we’re here to help you create a financial plan for your retirement.

You want to know when you can retire

Figure out when you want to stop working and how much money you’ll need to support the lifestyle you want.

You have several pension funds and other accounts

Take control of different pensions as well as any other savings and investments you may already have.

You’re looking to maximise your savings for retirement

Create a savings and investment plan that makes the most of your tax-free allowances.

You want to ensure your retirement plans are on track

Make sure your plan remains on track and think about the best ways to close any funding gap should one arise.

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Choose from our planning services

Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future.

Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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OneStep Financial Plan

Each of our One Step Financial Plans provides guidance and streamlined advice around a commonly asked financial question for people with non-complex needs.

  • Choose one of our plans that will provide you with answers to the specific question you had at the start.
  • We will use technology where it helps, with interactive tools and online resources, and people where it matters, so you can speak to an expert.
  • For a one-off fee, our Financial Professionals will help you understand your current situation and give you a clear action plan.
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Request a call back

Gain a better understanding of your current situation and the options available to you with a consultation with one of our Financial Professionals.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

Which service is most suitable for you?

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Charles Stanley is not a tax adviser.