Pensions and retirement planning

Whatever pension and retirement planning arrangements you have in place, you'll want them to provide a comfortable standard of living throughout your retirement. We can provide the knowledge and expertise to make sense of the options available and help ensure a fulfilling retirement becomes a reality.

At Charlwood IFA, we'll take an objective look at your current situation, assessing your existing arrangements and formulating detailed proposals on any alternative or additional provisions that it might be necessary to make. Whether you are seeking advice and wealth management on a pension sharing order, the implications of the Lifetime Allowance (LTA) or the pros and cons of an annuity purchase versus income drawdown, we have the experts and expertise to assist.

As well as acting as Independent Financial Advisers, we are also Discretionary Investment Managers and therefore you can be content in the knowledge that your investments are being tended by investment professionals.

Please contact us on 01202 768 512 to find out how we can assist you with your retirement planning. Alternatively, you can request a call from on our advisers by clicking here.

In addition to our main office in Poole, we have satellite office facilities to meet in Lymington and New Milton. Whilst our clients are located all over the world the geographical location of our office facilities is such that we predominantly cover Poole, Bournemouth, Ferndown, Wimborne, West Moors, Broadstone, Langton Matravers, Wareham, Highcliffe, Lymington, New Milton, Hordle, Sway, Burley, Christchurch, Ringwood, and the surrounding areas in Dorset and Hampshire.

Guiding you through
the maze of pension