What our clients say

005

I was looking to sell my business and move back to Scotland after over forty years living down South, my then partner and now wife Caroline were recommended by some very good friends to contact Retirement Investment Solutions to help with some capital release and how to invest our current pensions . After my first meeting with Jackie and Steve knew we had done the right thing and without their help the move would not have been possible. Even though we are now four hundred miles away a short email and Jackie is there to help and her professionalism and expertise sets your mind at ease in no time at all.

Like our good friends I would not hesitate to recommend R.I.S for all your retirement and investment needs and financial planning advice and even at this distance would never think of consulting anyone else."

Mr and Mrs M

 

dave-judy-chaplin-testi"My husband and I were looking for help concerning management of a lump sum of money received on our retirement.

We researched companies on the internet, and decided to contact Retirement and Investment Solutions at St.Clair’s Farm, Droxford.

At our first meeting we found the premises were very conducive to a relaxed and positive approach to assessing our requirements and we were very impressed with the professional and personal treatment we received from Pat Williams, the Director.

Three years on, we are very pleased with the manner in which our money has been handled; despite the gloomy economic picture nationwide we continue to achieve a good return and feel confident that our finances are in very capable hands. The biannual meetings we attend at St. Clair’s farm keep us fully up to date with the status of our investments.

In summary, we now have peace of mind regarding our financial status, thanks to Retirement and Investment Solutions."

Mr. and Mrs. David Chaplin, Shedfield

 

"I found the service received from RIS to be first class from start to finish. Normally I have an aversion to speaking with financial consultants, bankers and other so called experts. In this case I was more than pleasantly surprised. All I wanted was a straight forward informed conversation to confirm my retirement plans were on course - and that is exactly what I got. The pre meeting preparation was helpful to me to focus on the key issues and facilitated an efficient and effective discussion. I found Steve Webb easy to talk to and was impressed with how informed and up to date he was with current financial issues. The advice I was given was succinct, clear and with no attempt to do anything other than clarify my thinking. As a result I have already made a couple of decisions to better place myself financially when the date for reirement finally arrives. I am very happy to recommend RIS to anyone who wants sound and impartial financial advice - I would suggest that for anyone over 50 it is a must."

Mr K S, Southampton

 

"I came to Pat with quite an unusual set of requirements. She was both extremely knowledgeable and helpful from the outset and I am very pleased with the financial solutions she recommended for me. One year on, these continue to work well for me and our recent annual review highlighted another couple of areas that needed attention. Again Pat was able to offer sound advice in sorting these out." 

Mrs L N, Colden Common

 

I have been advised on my financial matters by Steve Webb for over 10 (20?) years now and have always found his advice to be sound. There are some people you instinctively trust, and I consider that Steve falls into that category. I can thoroughly recommend him"

Mr S K, Chichester

 

I have been working with Steve Webb over a number of years to re-organise and re-vamp my whole financial portfolio (Pensions, Life Insurance and ISA's). I have found his advice to be extremely useful as well as timely and he has steered me onto a more sound financial course."

D M, Swanwick

 

The service I receive from Steve and Jackie is excellent and gave me sound advice on what to do with my pension. I was never rushed and they spent as much time as was needed. If I phoned and spoke to any of the staff to ask a question they always got back to me with an answer and explained everything to me in terms that I could understand.

I must also say that the girls who answered the phone were always helpful polite and knew me before I could say who I was.

Overall I would recommend this financial planning advice service to anyone that was looking for some sound advice with their financial issues.

Miss A B, Winchester

 

"Pat has provided much valued personal financial advice to myself and colleagues which has made a significant difference to our home life. Pat's personable style makes her very easy to work with and she always has time for us. I have no hesistation in recommending Pat's services."

Mr R B, Lee On The Solent

 

Mrs S,  Colden CommonRetirement and Investment Solutions have looked after my financial affairs for over 20 years. Now in retirement, they continue to handle my affairs in a professional and efficient, caring manner and I would have no hesitation in recommending them to any potential client."

Mrs S, Colden Common

 

I was hoping to retire at 60 but after a consultation with RIS we were informed that we could retire straight away. RIS reinvested most of our assets, set up pensions and took all the worry away from investing our money. We retired knowing that our investments are being constantly monitored for now and the future, giving us peace of mind."

Mr and Mrs S G , West End, Southampton

 

We have been associated with Retirement and Investment Solutions for the last six years. Steve Webb has been our adviser and he has always discussed all the options available, fully explaining them in detail and answering any questions raised.

During these difficult financial times it is comforting to know that there is someone you can trust to give you honest advice”

Mr and Mrs M H, Locksheath

 

Mr and Mrs C P, FarehamPat Williams at Retirement and Investment Solutions has been looking after our investments since we sold our business and retired in August, 2000.

It was not a good time to invest as the market was going through a bad spell, but our savings have always been placed wisely and nine years later, we are more than happy with our investments. We have managed a very good standard of living, numerous cars and more holidays than we can remember!”

Mr and Mrs C P, Fareham

 

My thanks to Retirement and Investment Solutions for showing me that, when it comes to investment and pension decisions, I really don't know best. Now I am happy to let them guide me whilst I get on with something that I am much better at.”

Mr S H, Waltham Chase

 

As I approached retirement without a final salary pension, my wife and I needed help with managing my pension fund and our savings.

We are achieving sufficient income for retirement from our funds without committing to an annuity. This gives us flexibility and the prospect of retaining capital with the peace of mind that comes from competent professional financial management.”

Mr and Mrs D G, Chandlers Ford

 

I wanted to move away from the “invest and forget” attitude of previous financial advisors towards a more dynamic investment environment. Additionally, dealing with regular paperwork from a number of investments and monitoring their performance had become too time consuming and a chore I could well do without.

Since joining Retirement and Investment Solutions my personal losses have been minimised through a carefully managed programme of re-investment and my portfolio is now well placed to benefit from any upturn in market conditions".

Mr R D, Waterlooville

 

It has been a breath of fresh air compared to other Financial Advisors we have dealt with who have only been interested in extracting cash and flogging other services.

I would stress that we admire the speed at which they always deal with us and the clear and unambiguous advice Steve Webb gives".

Mr P C, Portchester

 

I first met Pat Williams when I was looking for mortgage and insurance solutions on becoming a General Practitioner in Hampshire in 1978, and consider her to be a person with a very sound knowledge and experience of financial management. Over the ensuing 30 years I have not changed that judgement.

I look forward to my dotage knowing that I have good financial planning advice from someone who I can totally trust.”

Mr T M, Norfolk

 

Pat Williams came recommended to me when my wife and I were looking for some financial advice around inheritance tax and pensions. We were put at ease from the first meeting as Pat was able to cut through the usual terminology and explain everything in easy to understand terms.

We received and continue to receive excellent advice on all financial matters with an annual review. I would have no hesitation in recommending Pat and her practice to my friends and colleagues".

Mr M L, Shirrell Heath

 

I am pleased to say that my relationship with Steve Webb and RIS continues and they now as act as consultants for my present employers, having demonstrated their value to management and employees alike.

Trust plays a very important part in my relationship with RIS as I know I can rely on solid, independent advice. I would have no hesitation in recommending their services".

Mr T A, Shirrell Heath

For more information on our retirement planning advice please get in touch today

Video testimonial

What our clients say about our services.

 

Video testimonial

What our clients say about our services.

 

Video testimonial

What our clients say about our services.

 

Video testimonial

What our clients say about our services.

 

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Contact us

Retirement and Investment Solutions
5 Lancer House, Hussar Court
Waterlooville
Hampshire, PO7 7SE

T: 01489 878300
F: 0870 0104883
E: advice@retirementis.co.uk