Pension Advice and Retirement Options

Planning for a comfortable retirement is an important issue, best addressed as early in life as possible.

Carter Thompson Wealth Management works with you to help you start a pension, review existing pension pots and put in place an extensive retirement plan.

We can offer personal, professional advice about your individual financial circumstances and plans for retirement, to ensure you’re working towards a retirement that’s right for you, your income and assets. Although most people don’t think about pensions and retirement until later in life, we recommend everyone puts plans in place as soon as possible in their careers for the most flexibility upon retirement.

A financially rewarding retirement relies on a bespoke retirement plan, which Carter Thompson Wealth Management can support you to do. We also specialise in offering pension and retirement advice for business owners and self-employed individuals.

By doing this as soon as possible, not only could you have a more financially rewarding retirement, but you could pay off your mortgage early.

Please note that the value of investments and any income from them can go down, as well as up, and you may not get back the original amount invested.

Expert Advice

Browse our range of ebooks, checklists and other printable documents whilst finding a wealth management strategy that's right for you.

Protecting Your Business
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The Value of Financial Advice Throughout Life
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Guide: Managing Your Money
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Planning for a comfortable retirement?

Whether you need to review your pension pot or want to look closely at setting up your finances to create a comfortable retirement plan, our professional financial advisors can give confidential advice and guidance.