Ways of working with us:

We aim to work as flexibly and as efficiently as possible to meet your needs:

Face to Face

  • Traditional face to face meetings

Video & Telephone

  • Telephone
  • Skype
  • Zoom
  • Google Meet
  • (COVID Secure)


  • Face to face
  • Telephone
  • Video
  • blended to suit your varying needs


It doesn’t matter if we meet face to face, by video conference or have a telephone meeting; there are a few things we absolutely insist upon:

  1. Let’s have a cuppa

  2. Relax, we’ve got as much time as it takes.

  3. It’s easier to work together if we all smile

  4. We do this everyday, you don’t. If something doesn’t make sense it’s our fault for not explaining it properly, so ask us try again.

  5. Do ask questions. There really aren’t any silly ones.

"why put off until tomorrow what you could start right now?"

click the button below to get started!

independent financial adviser

fancy a cuppa?

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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