Independent Financial Advisers · Worsley, Manchester
Our Services
Whether you need a simple, free comparison service or full, ongoing financial advice from a qualified adviser, we offer two ways to work with us. Browse our services below to find the right one for your needs.
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✶ Whole of Market
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✶ Independent Financial Advisers
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✶ FCA Regulated
Advised Services
Personalised financial advice from a qualified, FCA-regulated adviser, based on a full assessment of your circumstances and goals.
Pension AdviceIncluding pension consolidation, helping you bring together pensions from previous employers into one plan that’s easier to manage and could reduce charges. |
InvestmentsIncluding 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 PlanningHelping you plan ahead so more of your wealth passes to the people and causes you care about, rather than being lost to Inheritance Tax. |
High Net Worth ClientsSpecialist advice for business owners, senior professionals and individuals with substantial wealth, covering tax planning, investments and inheritance. |
Sports ProfessionalsSpecialist financial planning for professional athletes across football, rugby, boxing, MMA and more — built around a short, high-earning career. |
Retirement PlanningWhatever 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 ProtectionProtecting your business against the financial impact of losing a key person, partner or shareholder, helping ensure continuity for your business and your team. |
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 for you — no obligation, no pressure. |
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Non-Advised Services
Free comparison services — we research the whole of the market and present you with the best available options. The decision is always yours.
Pension AnnuitiesConvert 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 health conditions — completely free of charge. |
Protection & Life InsuranceProtect your family’s finances against the unexpected. We compare life insurance and critical illness cover from a panel of leading UK insurers to find the right cover at the right price. |
Ready to Get Started?
Whether you want a free annuity quote or a conversation with an independent adviser, we’re here to help — with no pressure and no obligation.
Get My Free Annuity Quote
Speak to an Adviser
📞 0800 098 7050
The value of investments can go down as well as up and is not guaranteed. Tax treatment depends on your individual circumstances and may change in the future. We will not provide advice or recommendations as part of our non-advised annuity and protection comparison services. Our advised services are provided on a fully advised basis by FCA-regulated advisers.
Retirement Professionals Ltd is an appointed representative of pi financial ltd, authorised and regulated by the Financial Conduct Authority. FCA number 622943.
