Retirement 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

Pat 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 they give".

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 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 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