Plan for the Retirement
Lifestyle You Want

As you approach retirement age, it's important to have a plan in place to work towards living that you can live your 'future perfect' in your golden years.

We believe that retirement planning isn't just about saving money - it's about achieving your dreams. That's why we specialise in helping you create a financial plan that is goals-based and bespoke to your unique needs and aspirations. Whether you dream of traveling the world, spending more time with family and friends, or pursuing new hobbies and interests, we are here to help you achieve those goals.

Everyone's retirement goals are different, so our approach is tailored to your unique needs and circumstances. We work with you to assess your risk tolerance, investment goals, and current financial situation to create a personalised retirement plan that helps you achieve your desired outcomes. You need to feel confident that you're on track to achieve your dream retirement and live the life you want to live.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Are You Prepared For Retirement?

Start planning for retirement early to ensure financial security in your later years
Understand the tax benefits of pension contributions to maximise your retirement savings.
Take advantage of annual pension allowances available and catch-up contributions to increase your pension pot.
Be aware of the lifetime allowance abolishment and use your pension as an estate planning tool since inheritance tax is not charged on pensions.
Review your retirement plan regularly to ensure it remains on track with your changing circumstances and goals.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Don't let the demands of your schedule prevent you from achieving your financial goals. Book your consultation today and take the first step towards a more secure financial future.

Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.

SJP approved as at 24/11/2023

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