Working together we’ll help you gain a better understanding of your pension savings by:
Crunching the numbers 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.
Making the most of all your tax allowances so you can save and invest in the most tax-efficient way.
Looking at all your pensions and investments together, so you’ll be able to work out how your savings are stacking up.
Creating an investment plan so you can have the retirement you want.
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.
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.
For a one-off fee, our planners will help you understand your current situation, how much you have in your pension pot and what that means for your retirement.
Get a better understanding of your current situation and the options available to you with a consultation with an expert in our Foundation team.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Charles Stanley is not a tax adviser.