About us

Our Company

Pat Williams and Steve Webb are the Owners and Directors of Retirement and Investment Solutions who are an appointed representative of Compass Wealth Management Consultants Limited and our aim is to provide pension investment services and solutions for all your retirement needs. We have been working together since 1990 and between us we have over 60 years experience in the financial services industry.

In 1997 we set up Meon Valley Financial Planning in Hampshire together and worked in Wickham Square until 2005 when we moved to Droxford also in Hampshire - a rural setting offering free parking.

To reflect the focus of the company we changed the trading name of the company to Retirement and Investment Solutions in 2008 and this is the name under which the company is now known.

Retirement and Investment Solutions focus all their energy into supporting the over 50’s to provide essential financial advice to people who take their retirement seriously and are looking to make their retirement the most exciting time of their lives.

Whatever your retirement dilemma, we can offer you the retirement planning advice or pension investment services and solutions which will help give you peace of mind, security and the opportunity to enjoy retirement.

Our Terms and Conditions

pension investment services hampshire

Our Team

Steeve Webb

Steve Webb

Director

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Pat Williams

Pat Williams

Director

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Sue Tucker

Sue Tucker

Client support

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Tracey Matthews

Tracey Matthews

Client support

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Julie Morris

Julie Morris

Client support

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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