Retirement & Investment Solutions Ltd

Independent Financial Adviser  Retirement & Investment Solutions, Dunfermline, Fife, KY12 9FB
First meeting at adviser's own cost
Pensions specialists who make the complex more understandable and minimise jargon every step of the way!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Long term care
Response rating
9.7/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Greg Duthie
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Neil Miller
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

We pride ourselves on delivering tailored and clear advice throughout your lifetime. We are friendly and approachable - we have a pulse.

We would be delighted to have an initial exploratory meeting at our cost, to give you the chance to learn further about our services, and for us to find out more about each other.

We adhere to the "Pension Transfer Gold Standard" for any Defined Benefits/Safeguarded Rights advice.

Our services

With recent changes to pension legislation, you now have more choice, more freedom, yet more decisions. Our pension specialist advisers will help guide you through the difficult ones.

We are proud to display the "Pension Transfer Gold Standard" and adhere to all of its principles.

Where to find us
Head office address: Retirement & Investment Solutions, Lomond Court, Castle Business Park, Stirling, Stirlingshire, FK9 4TU
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.7/10
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FCA authorised
Last authorised 3rd August 2020

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