Retirement Planning (Uk) Ltd

Independent Financial Adviser  Christchurch House, Stone, Staffordshire, ST15 8ZB
Whether you are a family, couple or an individual, we can offer you a wide range of financial advice.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Small business
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Travel
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Shaun Colby

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 recent pension reforms and how the changes impact at-retirement advice.

Katrina Whitby-Samways BSc (Hons) DipPFS CMAP
Director
About us

Truly Bespoke, Truly Independent.
Tailored financial solutions for everyone, whether you are a family, couple or an individual we can offer you a wide range of financial advise.
Our Services:
* Investments
* Pensions
* Mortgages
* Life Insurance
* Equity Release
We can also help you with a wide range of other services, such as arranging your Affairs, Estate and Asset Preservation Planning, Wills and Lasting Powers of Attorney.
Can in and see us or telephone us for a free no obligation consultation.

Where to find us
Head office address: Christchurch House, Christchurch Way, Stone, Staffordshire, ST15 8ZB
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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