Secure Your Future with Expert Pension Planning | Castle Stonebridge

Planning for retirement can feel overwhelming — but it doesn’t have to be. Whether you’re just starting to think about your pension, approaching retirement, or already retired, we’re here to help you make informed decisions every step of the way.

At Castle Stonebridge, we offer expert, personalised pension advice tailored to your life stage and future goals. From reviewing your current pension plans to helping you understand your options, we’re committed to making your retirement as smooth and secure as possible.

What We Do:

  • Assess Your Current Pension
    We’ll help you understand what you have, what it’s worth, and what it means for your future.

  • Explore Your Retirement Goals
    Whether you want to retire early, downsize, travel, or simply feel secure, we’ll map out a plan that works for you.

  • Consolidate Multiple Pensions
    If you’ve had several jobs and multiple pensions, we can bring them all together in one place — simplifying your finances.

  • Optimise for the Future
    We’ll work with you to make sure your pension is working as hard as it can — ensuring your savings grow and are ready when you need them.

  • Support You Along the Way
    Retirement planning isn’t a one-off task. We’ll stay in touch regularly to make sure your plan keeps up with your life

 

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Of UK Adults Aged 40-75 Don't Have A Private Pension

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of your final salary pension is unlikely to be in the best interest of most people.

We offer a comprehensive range of financial services to meet your needs.

Castle Stonebridge Ltd is registered in England and Wales, number 13634490.  Registered Address: Sunny Bank, 12 Albion Road, Chesterfield, United Kingdom, S40 1LJ

Castle Stonebridge Ltd is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Entered on the FCA Register (https://register.fca.org.uk/) under reference 535515.

The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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