Retirement and Pension Planning

Retirement and Pension Planning in Cumbria, the South Lake District and Furness Peninsula

Lets face it, none of us are getting any younger and sooner or later we will all have to think about and plan for our retirement, and like most things we don't want to do in life, the sooner is usually better!

Having more money in retirement simply gives you more options and more opportunities to have FUN!

At Poole Townsend, we employ independent and impartial retirement and pension planning specialists - we don't sell our own products.

  • Our pension planning services have no hidden costs.
  • Our data is constantly updated so that you can be sure of the best service.
  • We can help you find the right pension or retirement plan for you and make the most of your money in retirement.

Remember, whilst pension can form a major part in your retirement income it by no means is the be all and end all, and here at Poole Townsend we understand that and can advise you on all financial matters to get you there.

Are you approaching retirement and about to take the benefits of your pension scheme? Many schemes now offer an open market option, which means that you could get a higher income than the one offered by your current provider. In our experience, this is the case most of the time and the Government is considering this option as the default option for all pensions.

Contact the financial services experts at Poole Townsend to arrange an appointment and make the most of your money in retirement.

With offices in Barrow, Dalton, Ulverston, Grange and Kendal, Poole Townsend is one of the longest-established retirement and pension plan specialists in South Cumbria and Furness. You can get in touch with one of our pension plan experts via your local branch of Poole Townsend Financial Advisors or complete our online enquiry form.

Poole Townsend are Independent Financial Advisers authorised and regulated by the Financial Services Authority. Regulated by the Solicitor Regulation Authority No. 00076553

Marie Woodward
Email:
Add to Contact ListAdd Marie Woodward to your contact manager (e.g. Outlook)
69-75 Duke Street
Barrow-in-Furness
Cumbria
LA14 1RP
01229 811811
Derek Pearce
Email:
Add to Contact ListAdd Derek Pearce to your contact manager (e.g. Outlook)
69-75 Duke Street
Barrow-in-Furness
Cumbria
LA14 1RP
01229 811811