Pension Fund Management

Our full discretionary investment management services are also available for those individuals wishing to grow their funds within a pension plan wrapper.

Charlotte Square has been successfully managing such plans for over 14 years. In fact, more than half of the funds under our management are invested in clients’ individual pension funds.

Our experienced investment managers are here to help you get the best out of your assets, whether as part of a self-invested personal pension (SIPP), small self-administered scheme (SSAS) or a small company scheme.

The Power of your Pension

For many individuals, your pension pot is one of the biggest assets you will own. This is where we have particular expertise when it comes to investing the contents in a way that optimises performance and mitigates risk. The portfolio strategy we create for you will depend on what you tell us are your top pre-retirement and full retirement objectives.

Our role is to make your pension savings work for you over the longer term by deploying funds in investments which display the right balance between defensive and growth strategies in line with your stated objectives.

We are great believers in clients being advised holistically on their entire investment needs, which is why we actively collaborate with clients’ financial planning and tax advisers – especially in these times of major pension reforms. We view this as a partnership which brings together the skills of Charlotte Square in investment management with your advisers specialist knowledge of your overall financial planning needs.

If you would like more information on this please contact us here


Other investment solutions includes

Individual Tailored

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AIM & Tax Efficent

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Income Generating

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