Charles, Porter & Company provide professional retirement planning advice to help you find a solution that best fits your needs and intended lifestyle.

Planning for your dream retirement

We understand the importance of having a varied approach to your financial planning for retirement because each individual’s circumstances are different. Whether you are self-employed or employed, our expert Pension Advisers can help you take full advantage of the tax incentives for pension savings and ensure that you start planning for the retirement you always dreamed of now.

We also have the in-house expertise to review company linked pension schemes to ensure these remain competitive for you, particularly if you have changed employment and are leaving an old pension scheme behind.

And when you are at the point of retirement we can offer a range of pension solutions designed to provide you with both a regular retirement income and a tax-free lump sum (should you desire it).

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your pension (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

Workplace Pensions are regulated by The Pensions Regulator.