As specialists in Pensions, Retirement Planning, Drawdown and Pension Transfers, we can help you plan for when you retire; no matter what your age.

We guide you through the range of options and investment strategies that are appropriate for your current situation and aspirations. We also have the technical expertise required for consolidation and transfer projects if your pension arrangements are more complicated.

Following changes introduced in April 2015 you now have more choice and flexibility than ever over how and when you can take money from your pension pot (drawdown).

However freedoms also bring responsibility, and when you are approaching retirement we explore the options for taking benefits from your investment fund along with the tax implications.

It may be that your priorities are maximising your retirement income; securing an inflation adjusted income or preserving the benefits for future generations. We will listen to what you want to achieve and find the most appropriate solution for you and your family.

Contact us today – we’d be delighted to help you and will provide a free initial consultation

View some of our Pensions & Retirement Case Studies

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Commercial Property Purchase

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Group SIPP Buying Commercial Property

Read our Pensions & Retirement Testimonials

  • We contacted Gary Nettleingham at Catalpa to get some pension advice relating to our various company and personal pensions. We found Gary to be really helpful and he took the time to really understand our needs. He has given us some great advice which we are very grateful for. Gary is approachable and friendly and we would definitely recommend Gary to anyone.

    PS & RC
  • “I have no hesitation in recommending the services of Catalpa. They are a professional, knowledgeable and friendly company to deal with. I always get good advice with no pressure which gives me confidence.​”

    Mr C
  • “I am happy to recommend Catalpa, I always find the service professional also friendly and personalised.”

    Mrs LL
  • “I am long experienced in the demands of compliance and some of the tactics that product providers use to avoid or delay paying out on policies but even I was astonished at the tortuous process that my provider sought to put me through in transferring a pension to a SIPP. This would have caused considerable distress to some people and the handling this matter demanded the highest degree of professionalism, vigilance and tenacity.

    The product provider tried every trick in the book to avoid and then delay paying out and it was only the sustained persistence from Gary and his team over a period of months that ensured a successful  outcome for me and my family.”

    Mr R