We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice and Protection.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
What our clients say
Excellent service. Make the whole process easy to understand, everyone very curtious and polite. They do what they say they will do, be it by telephone or postal service. Can't rate them highly enough.
Derick Chatfield, Stoke on Trent
My annuity proved to be a long drawn out process due to the no co operation of other parties involved and this made the process very difficult and very lengthy. My contact at Retirement Solutions was Keiran Kenny and I can say now that without his help,determination and never give up attitude I think we would still be waiting now. Keiran kept me regularly informed of the situation with all parties involved and was always looking for alternative ways of solving the problem which gave me the confidence to continue with the process and with Retirement solutions. To sum up my the company and particularly my contact was first class throughout.
John Colbourne, Stourbridge
Could not fault the service given from day 1. I was kept up to date on a regular basis and when I contacted with a question It was dealt with immediately and in a friendly manner. The same person dealt with my case throughout and her efficiency and friendliness was impeccable. I would recommend this service to friends and family.
Martin Greenwood, Bradford
Retirement Solutions is one of the UK’s best known retirement income experts, and we specialise in helping individual clients get the most from their retirement fund.
Planning your retirement is one of the most important financial decisions you will ever make, and these decisions could affect your lifestyle for the rest of your life.
Our retirement service can help you:
Increase your annuity income by as much as 40% depending on circumstances
Advise you on all of your retirement options including alternatives to conventional annuities
Advice on Flexible Drawdown.
Advice on Defined Benefit transfers.
We also offer a full Financial Planning service.
Retirement Solutions are specialist financial advisers that can advise you on the right ‘retirement solution’ for you. We cover all the retirement options, covering Annuities to Flexible Drawdown and everything in between. Pension Drawdown offers greater flexibility - allowing you to take tax-free cash and an income from your pension funds without buying an annuity. Without advice, you will not have the assurance that you have made the best decision.
We offer a free no obligation introduction to our service and we cover the whole of the UK.
Where to find us
Head office address: Whitebarn Road, Alderley Edge, SK9 7AW
I created Halcyon Financial Planning out of a burning desire to bring an alternative approach to financial advice, having seen first hand the impact of failing to make proper preparations for the future.
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