Our Service

Our process

Becoming a client of Retirement and Investment Solutions couldn't be easier!

First Step - Initial Meeting and Discussion

Come to our office and find out what we can do for you. You will learn in one short meeting how our retirement and investment planning services can help you make the most of your money.

The first step therefore is for you to make contact with us, so that we can arrange a meeting at a mutually convenient time and place.

You can do this by phoning us, by e-mailing us, by writing to us,or by visiting our offices (see our Contact page).

Following our first meeting, if you decide to engage our services, we will carry out any necessary research and prepare formal recommendations.

 

Second Step - Presentation Meeting

We will then arrange a further meeting to present and explain our written recommmendations and answer any questions that you may have.

If, as a result of this presentation meeting, further research and/or recommendations are necessary we will advise you at that time.

 

Third Step - Implementation

We will then discuss and agree with you a course of action, which of our retirement and investment planning services are suitable and proceed to implement any or all of the recommendations.

investment planning services

investment planning 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