helping you navigate your unique
path to financial happiness

We are a well-established firm of highly qualified and very experienced, plain speaking, independent financial planners. Our clients are based throughout the UK, particularly in and around the English East Midlands, Central London, the Scottish Midlands and North Wales.

Bringing together traditional values of honesty, integrity, ethics, caring and putting others first, along with modern thinking, a great client experience and total transparency, we help our clients navigate their unique path to financial happiness.

We believe that everyone is different. Everyone has different goals and a different life story. One size does not fit all. Financial planning is personal and good financial planning is about the whole journey, modelling different ups and downs, anticipating bumps in the road, potential dangers and planning the best route to follow. We’ll travel the journey with you, regularly checking that we’re on track and making adjustments to our course along the way. To help you navigate your life journey we need understand you, we need to develop a deep understanding or your dreams, your fears, your hopes and your wishes. Hopefully we’ll bring some fun to your journey and become close friends which are always there for you, never leaving you alone when there are important or difficult decisions to be made. At Investment & Retirement Solutions we are committed to helping our clients live the life they want, taking away worries about pensions and investments and removing the worry about what your financial future may hold.

Our focus is making sure our financial planning answers the questions which are important to you.

Can I afford to retire, do what I want and not run out of money?
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How can I help my children and grandchildren afford their dreams?
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Where should I save and invest to achieve my goals?
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What if the worst happens? Are my family protected?
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When can I afford to retire?
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How can I avoid financial risk, minimise tax and make the right choices?
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When can I retire?
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What's the best way to make sure something is left when I'm not here?
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Investment & Retirement Solutions Ltd is authorised and regulated by the Financial Conduct Authority

Registered in England & Wales (6884783) at Ransom Hall, Ransom Wood, Nottinghamshire, NG21 0HJ

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