Retirement Solutions (UK) Ltd

Restricted - Whole of Market  Old Market Place, Warrington, WA1 1QB
First meeting at adviser's own cost
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
We can advise you on
check
Annuity purchase
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Equity release
check
Mortgage protection
check
Wealth management
check
Lump sum
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
Response rating
9.0/10
check
FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Aidan Liley
Financial Adviser

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

Mr Christopher Jump
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

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.

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

Ms Andrea Howitt
Financial Adviser

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

MR Richard Houghton DipPFS
Director

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

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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.

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

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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
About us

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 incorporating Inheritance Tax Planning, Investment Advice and Protection.

Our services

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: Old Market Place, Warrington, WA1 1QB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 15th August 2022

Similar advisers near you

Independent Financial Adviser 0.42 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
 
Independent Financial Adviser 0.44 mi
At Rockwood Financial Solutions we deliver sound financial advice in a simple, down to earth and caring manner. We have helped over 500 customers to achieve their financial aims, set their financial path and work out how their financial tree can grow.
 
Independent Financial Adviser 0.7 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 0.83 mi
I have 20 years of experience in providing sound financial advice in the areas of Pensions and Investments. Always happy to have a chat without any obligation.