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Retirement Professionals Ltd - Independent Financial Advisers

Retirement Professionals Ltd - Independent Financial Advisers

5.0(71 reviews)See reviews ↓·Manchester

About the company

Retirement Professionals Ltd is an independent financial advisory firm based in Worsley, Greater Manchester. It is fully independent and not tied to any provider or product. The firm's advisers hold the Diploma for Financial Advisers (DipFA) and the Certified Professional in Financial Advice (CPFA), and the firm is a member of the London Institute of Banking & Finance (LIBF).

It specialises in at-retirement advice and offers independent financial advice on pensions, investments, inheritance tax and more, plus a whole-of-market non-advised annuity comparison service. The firm was recognised as a VouchedFor Top Rated Firm for 2025 and 2026.

What customers say

Based on genuine customer reviews

Walkden and the surrounding Worsley district form the base for an independent advice practice whose clients repeatedly describe the service as patient, clear and well organised. Reviewers consistently highlight help with annuities and pension pots, with several noting that options and quotations were set out carefully and without jargon. A recurring point is the handling of multiple pension providers, particularly the effort spent consolidating pots and chasing providers so that nothing stalled.

Ian Swann is named for his patience and knowledge when explaining choices, while Lesley receives frequent mention for keeping clients informed by telephone and administering the process smoothly; Nathan and David also appear in accounts of securing quotations and guiding clients through paperwork. Speed of response is a recurring theme, with quotations said to arrive quickly and questions answered promptly, sometimes immediately and otherwise after a brief follow-up.

Customers describe the manner of the service as friendly, transparent and meticulous, and the results as strong, with some reporting quotations that compared well with those they had found themselves. The practice's willingness to take on a case below the usual retirement age, where other providers had declined, is also noted. The consistent thread is careful, jargon-free guidance through pension and annuity decisions from the first contact onwards.

Financial AdvisorInvestment service

Reviews

Reviews are taken from publicly available sources.

JG
John Gratrix17 July 2026

The Retirement Professionals Team dealt with obtaining and setting up my pension Annuity swifty and kept me informed on progress throughout the process. I would recommend them.

VB
Vanessa Bedford24 April 2026

This organisation have been supportive from start to finish. They couldn’t have been more helpful ensuring everything was in place and liaising with my pension company. At the beginning Nathan was extra helpful with getting quotes and options - so I could evaluate my choices - really would recommend this company

JK
Jane Kent9 February 2026

The professional service I received was second to none. I felt like an individual not just a number. I really can’t recommend them enough.

SM
SARAH MALLON20 December 2025

Superb service.The whole process of setting up my annuity was handled very professionally. David and Lesley were most helpful in guiding me through the stages and associated paperwork. Highly recommend Retirement Professionals.

GB
G B (Spooky)28 November 2025

I wouldn't hesitate to use Retirement Professionals again, though I only plan to retire once! They helped me to set up an annuity after I took early retirement. Because I was below the normal minimum retirement age, very few insurance companies would provide a quote for me. After requesting help from many pension advice services, Ian from Retirement Professionals was the first to reply with a positive response, and he continued to be easy to contact to discuss things over the following weeks. Once I had settled on the annuity options I wanted, Ian was able to lock in the highest value quote that had been provided. Lesley from the administration team sent regular updates to inform me of progress, and she worked tirelessly to exchange information and queries between the provider and my pension scheme - who from my own experience were very difficult to communicate with. My annuity is now live and I am putting my feet up (not!) Thanks again to Ian and Lesley.

EG
Eric G Craig12 November 2025

Professional, friendly and efficient! I had the pleasure of dealing with the team during October 2025, what a refreshing pleasure to deal with Lesley and Nathan. As a person closely connected the financial services industry, FS regulation and with advising assurance companies I was impressed by the team's professionalism, efficiency and friendly approach. I have no hesitation in recommending them.

CK
Chris Keaney11 November 2025

A genuinely brilliant experience. I don’t often write reviews, but I felt compelled to on this occasion. After becoming disillusioned with the ups and downs of the stock market and the high fees, I decided to research annuities. I did my homework, contacted a few providers, and finally settled on Retirement Professionals. Why? Because from the very outset, they demonstrated honesty, openness, and transparency it was clear they had my best interests at heart. Nathan and Lesley have been absolutely outstanding. Patient (and they needed to be!), quick to respond to every query, and simply brilliant from start to finish. They handled everything required to complete my annuity purchase, turning what could have been a daunting process into something completely painless and effortless. Cost to me personally. Zero! If you’re looking to purchase an annuity and need a safe pair of hands then I simply can’t recommend this company, (Nathan and Lesley) highly enough. Awesome!

Financial advisers in Manchester compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Manchester are compared.

RankProviderRatingReviewsOpen Sat.
1Retirement Professionals Ltd - Independent Financial Advisers (this page)★ 5,071No
2Falcon Wealth Management★ 5,04No
3Truity Wealth Management | Financial Advisor | Manchester | Cheshire★ 5,04No
43-S Financial Management★ 5,011No
5Old Royle Wealth Management Ltd★ 5,011No
Contact
+448000987050www.retirementprofessionals.co.uk1st Floor, 3, High St, Walkden, Worsley, Manchester M28 3NJ
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed