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 upon 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.

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
options.

Request a wealth management publication here
Past performance is not a guide to future performance.
The value of investments and any income from them can fall as well as rise. Capital values are at risk and not guaranteed.