Our Firm
Pat Williams and Steve Webb are the Owners and Directors of Retirement and Investment Solutions and our aim is to build long term relationships with our clients. 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 together and worked in Wickham Square until 2005 when we moved to Droxford - 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.
We both have all the usual financial planning qualifications that you would expect to find but, in addition, Steve holds the Advanced Financial Planning Certificate in Pensions and Pat holds additional qualifications in Long Term Care and Life time mortgages (Equity Release).
In summary we are a small but highly qualified and professional firm of financial planners offering specialised advice and services to clients approaching, at or in retirement.
