At Retirement Direct we have a highly qualified and experienced advisory team, all of whom are members of the Personal Finance Society (

All our staff are encouraged to develop their knowledge through professional qualifications.

The table below details our advisory team and their specialist areas of expertise and qualification. To find out more about these professional qualifications, please visit


Steve Platts

Vincent Cook
Pension Transfer Specialist
Pension Income Options
Pension Funding Options
Certificate in Financial Planning
Diploma in Financial Planning
Chartered Financial Planner  

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.