What Clients Say

Henry McDonald

All my dealings with the Retirement desk was first class. Lisa who was managing my case was excellent. Kept me informed at every stage. Would definitely recommend them.

Clive Lycett

Kay Martin the retirement consultant has been brilliant all through the process. She frequently updated on how it was proceeding until it was all finalised. I would recommend to anyone your service and maybe in the future have need myself. Thank you and in particular Kay in guiding me through this stressful process

Julie Hudson

I had another great experience using the Retirement Desk to help me with my pension investment planning. I have used them before and was very happy with the service and I was really appreciative of Lisa reminding me early to start thinking and next steps and reinvestment. Lisa gave me some good options to consider and I was able to make a decision quite quickly. Once the process started moving forward Lisa was excellent at keeping me informed on progress and indeed chasing another company who were not keeping pace! I was grateful for all of this and feel that Lisa made quite a positive difference to my experience by taking me through the application and set up procedure very thoroughly. I will certainly consider using the service again when the time comes

Kevin Yates

I can only praise the professional approach of the people that sorted my pension it was outstanding at no time was I not informed of the processes and the stage we were at I had complete faith in the team ( Kay & Lisa) and was kept fully up to date.

John Margetts

Excellent service from beginning to end. Lisa had a friendly manner on the phone and email. Kept me informed at every step of the way. Far more efficient than the pension company I was with. Unusual to get a proper professional service these days.