Pensions and Retirement Planning


We all want to be comfortable in retirement, so it’s imperative you consider what level of income you will require once you give up work and how much you can afford to provide for this. Do you really want to rely on the state?

We can provide expert advice on:

  • Stakeholder pensions
  • Personal pensions
  • Annuities
  • SIPP’s
  • Pension transfers

Retirement planning should not stop once you set up a pension. It is important to review your arrangements on a regular basis, once a year or every six months when approaching your chosen retirement age.

Charles Wade Finance is able to help you through the complicated process of retirement planning, whether starting out, or managing an existing pension pot. Contact us today for an initial, no-obligation consultation.


"My parents have been nagging for years that I should ensure I have a decent pension but, to be honest, I didn’t really know where to start. I met Charlie through a colleague and he fully explained what my options were, the tax benefits of doing a pension, and what type of funds we could invest the monies in. I am certainly pleased I have now arranged this, and it keeps Mum happy!"

- Andrew F, Business Marketing Manager