Our Services
Whether you need a simple comparison service or full financial advice, we offer two ways to work with us. Browse our services below to find the right one for your needs.
Advised Services
Personalised financial advice from a qualified adviser, based on a full assessment of your circumstances and goals.
Pension Advice
Including Pension Consolidation, helping you bring together pensions from previous employers into one plan that’s easier to manage and could reduce charges.
Investments
Including Stocks & Shares ISAs, Collectives, and Onshore and Offshore Bonds, helping you grow and manage your wealth in a way that suits your goals and attitude to risk.
Inheritance Tax & Estate Planning
Helping you plan ahead so more of your wealth passes to the people and causes you care about, rather than being lost to Inheritance Tax.
Retirement Planning
Whatever stage of retirement you’re approaching, our advisers help you plan your income, manage tax efficiently, and make the most of your pension savings.
Business Protection
Protecting your business against the financial impact of losing a key person, partner or shareholder, helping ensure continuity for your business and your team.
Speak to an Adviser
Not sure which service is right for you? Speak to one of our advisers free of charge to talk through your circumstances and the right next step.
Non-Advised Services
A free comparison service. We research the whole of the market and present you with the best available options — the decision is always yours.
Annuities
Convert your pension savings into a guaranteed income for life, or for a fixed term. We compare the whole of the market, including Enhanced Annuities for those with medical conditions, to find you the best rate.
Protection
Protect your family’s finances against the unexpected. We compare life insurance, critical illness cover and more from a panel of leading UK insurers to find the right cover at the right price.
Compare the Market
Not sure where to start? Use our free calculator to compare annuity rates across the whole market in minutes, with no obligation to proceed.
Retirement Professionals Ltd is an appointed representative of pi financial ltd, authorised and regulated by the Financial Conduct Authority. FCA number 622943.