At Retirement Direct our aim is to guide you through the complex world of pensions.

We offer specialist financial advice on the following:

  1. raising lump sums from pensions where a cash sum is required and or an income is required;
  2. reviewing the appropriateness of other potential sources of funds and or income;
  3. purchasing a retirement income;
  4. reviewing the suitability and performance of pension and retirement contracts;
  5. retirement funding and investment options;
  6. other specialist retirement services E.g. Triviality.

Our services do not include specific advice on other matters, however, if we identify a financial need or a more suitable alternative method of achieving your objective we will recommend that you seek advice from or we will refer you to another financial adviser, who will be able to help you further.

If you require advice relating to your personal tax situation, legal matters, or a Will, we will advise you to seek advice from an accountant or solicitor.

Important Information
Remember a pension is designed to provide you with benefits when you retire. 
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. 
The Financial Conduct Authority (FCA) does not regulate some forms of Tax and Wills advice.