Retirement & Investment Solutions

20/10/2022

A fantastic initiative to take advantage of and a cornerstone of any financial plan ✍️ 📖

If you've got assets and people you'd like to look after, making a will is crucial: read our guide on will writing cheaply - or even for free, online.

15/06/2022

When investment markets are unpredictable then it often pays to tune out the noise. 📈🙉

Excellent video that makes this very point.

https://youtu.be/wAlmkOQ-ips

History tells us that the markets tend to reward investors who dig their heels in and ride out the tough times ⌛️

10/12/2021

Even Santa has to ensure his pension scheme is well managed 😁🎅🎄

It's Christmas 2021 and a notable pension scheme is getting a bit of a grilling...

10/11/2021

Two of the questions we get asked most frequently from prospective clients are:-

1) What is financial planning?
2) How do I create a financial plan?

Number 1 is explained in the video below. 🎥
Number 2 is covered in the blog below. 🌎

https://www.retinvest.co.uk/news/create-your-financial-plan-8-steps/

05/07/2021

Our buying decisions are increasingly guided by the impact they will have on the environment or on others.

So much so, that more and more of our existing clients and prospective clients are asking us how their pensions and savings are invested and are they "investing for good"? 🌎

But what is socially responsible investing? Our 90 second video below explains👇

07/06/2021

Ever wondered what you need for a happy retirement. See below 👇

Ever wondered what you need for a "luxury" retirement?

This article puts a number on both, but we know from experience that every retiree is different.

Is your retirement planning on track?
Could you benefit from professional advice to make sure?

Get in touch on 01786 431 703 or [email protected] to arrange a no-obligation meeting with one of our pension specialists.

Single people need a pension income of £19,000 a year, and couples £26,000, for a comfortable retirement, according to calculations based on Which? research.

12/05/2021

At Retirement & Investment Solutions we speak to our clients regularly about their Pensions and Investments to ensure they can meet their financial goals ⭐

However, we also advocate the importance of taking appropriate legal advice to ensure Wills and Power of Attorney are in place and up-to-date. This short video explains why POA is such an important area to ensure you have covered off 🎥

What is Power of Attorney? Why is it important to set this up? Ensure your wishes are followed. For more information on Power of Attorney, visit http://bit.l...

30/04/2021

Are you looking for the next step in your career? Come join us!! Read more below 👇

https://www.retinvest.co.uk/news/were-hiring/

26/04/2021

What's your approach to saving? Could your son or daughter benefit from the approach outlined in our short video below. 👇

If so, tag them in the comments.

09/04/2021

Excited to announce that our advisers will appear in tomorrow's Times Newspaper as Top Rated Advisers - based on independently verified client reviews!

Read our reviews here:-
https://www.vouchedfor.co.uk/firm/5149-retirement-and-investment-solutions



To arrange a no obligation initial meeting, contact us on 01786 431 703 or email [email protected].

11/03/2021

Our Advisers are delighted to join the fastest growing directory for Independent Financial Planners!

Visit www.finditnearme.co.uk to find out more or get in touch on 01786 431 703 to arrange a no obligation consultation to see if we can help with your financial plans.

11/02/2021

How do investors pick stocks? 🤷‍♂️
Active vs Passive investing! 🤔

Both are explained in this short video, complete with retro 1980’s computer game graphics.

Do you need help to cut through the investment noise?

☎ Call us on 01786 431 703 to arrange a no-obligation meeting to discuss how we can help get your savings and investments working harder.