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Retirement Planning Ltd

Retirement Planning Ltd

4.8(21 reviews)See reviews ↓·Stoke-on-Trent

What customers say

Based on genuine customer reviews

Stone is the backdrop for Retirement Planning Ltd, whose customers repeatedly commend both expertise and warmth in equal measure. Reviewers describe assistance spanning mortgage applications and pension organisation, with first-time purchases and later moves handled end to end. Named advisers Greg, Kate, Shaun, Natalie and Dean feature regularly in accounts, praised for approachability, knowledge and rapid replies by call, text and email, sometimes into the evening. A recurring theme is the clarity with which retirement and pension matters are explained, leaving clients better able to understand their arrangements. The search for favourable mortgage terms is mentioned often, as is the absence of pressure and the family-run feel of the practice.

Several long-standing clients returning over twelve years note dependable service across repeated transactions, from initial homes to subsequent buys and later-life planning. Careful attention to detail, proactive chasing of lender queries and steady communication before and after completion come up again and again, reducing stress during otherwise daunting procedures. Friendliness and a welcoming manner are noted alongside thorough answers to questions throughout. The continuity of dealing with familiar advisers over many years stands out as a consistent source of reassurance for those entrusting the firm with significant financial decisions.

Reviews

Reviews are taken from publicly available sources.

AK
Abi Keeling31 January 2026

Dean was absolutely incredible from start to finish. He helped us with every question we had, not just about the mortgage itself, but the whole process. He’s friendly, trustworthy, and incredibly knowledgeable, which made everything feel so much less stressful. We felt completely supported throughout and wouldn’t hesitate to recommend him a million times over. Thank you !

JB
Jackie Barker29 December 2025

Great business to look after your finances , would highly recommend, family run and nothing is to much bother.

CH
craig holdcroft5 December 2025

We have been using retirement planning for years and the team are very professional, Kate, Natalie and shaun have been fantastic from mortgages to pensions and they all make you feel very welcome from day one....could not ask for anything better... Thanks Craig

MS
Marietta Shaw6 October 2025

I highly recommend RPUK. Kate has been incredibly supportive in helping me organise and sort out my pension. She took the time to explain everything clearly and thoroughly, which made the whole process easy to understand and much more manageable. RPUK also did an excellent job assisting us with our mortgage. Their proactive approach and attention to detail took a lot of the stress out of the experience. The team were always available to answer questions, kept everything on track, and ensured we achieved the best possible outcome. Overall, RPUK are professional, approachable, and meticulous in their work. I’m very grateful for their support and wouldn’t hesitate to recommend them to anyone seeking financial advice.

GE
G E9 November 2024

Greg was just fantastic, we’ve used Greg for the purchase of our 1st and 2nd home. he was always available to speak with even on evenings, he got us the best rate for our new mortgage and helped us understand the process. We couldn’t be more grateful to him and would highly recommend him. Thank you again. Gemma and Colin

HJ
Harriet Jones7 May 2024

Greg and the team at RPUK were absolutely fantastic and really helped us in multiple ways; from securing the best mortgage deal, to offering advice and support at all times which has enabled us to get our first home! I will continue to use RPUK for future needs and could not recommend them more. Thank you!

SB
Sonyia B9 April 2024

I would highly recommend RPUK. Greg was very helpful and efficient in securing a mortgage for our home. The whole process from start to finish was quick and easy. Communication was excellent and all of our questions and concerns were answered. I will most definitely be returning in the future.

Financial advisers in Stoke-on-Trent compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Stoke-on-Trent are compared.

RankProviderRatingReviewsOpen Sat.
1Giliker Flynn Independent Wealth Ltd (Chartered)★ 5,0129No
2AFS Wealth Management Ltd★ 5,075No
3Trent River Capital Ltd FINANCIAL ADVISERS★ 5,026No
4Will Ward Independent Financial Adviser★ 5,026Yes
5Retirement Planning Ltd (this page)★ 4,821No
Contact
+441785817377www.rpuk.co.ukChristchurch House, Christchurch Way, Stone ST15 8ZB