At Retirement Direct we have a highly qualified and experienced advisory team, all of whom are members of the Personal Finance Society (www.thepfs.org).

All our staff are encouraged to develop their knowledge through professional qualifications.

The table below details our advisory team and their specialist areas of expertise and qualification. To find out more about these professional qualifications, please visit www.cii.co.uk.

 

Ian Waddell

Steve Platts

Vincent Cook
Pension Transfer Specialist
Pension Income Options
Pension Funding Options
Certificate in Financial Planning  
Diploma in Financial Planning    
Chartered Financial Planner    
Mortgages & Equity Release    

Important Information

Taking any of your pension benefits early is likely to reduce your income at retirement. Therefore, pension release is only suitable for a very limited number of people and circumstances and should not be seen as an easy option for raising cash. This is because a pension is designed to provide you with benefits when you retire. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Services Authority does not regulate some forms of tax advice, secured loans, unsecured loans, debt management and Wills. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.