Login
Start Free Trial Are you a business? Click Here

The Retirement Desk Reviews

5.0 Rating 957 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 957 reviews
Shipping & Delivery
Delivery Methods
Postal Service
Customer Service
Communication Channels
Telephone, Email, Live Chat
Queries Resolved In
Under An Hour
Read The Retirement Desk Reviews
Visit Website

Phone:

01604 379379

Email:

lisa@theretirementdesk.co.uk

Location:

BURLINGTON HOUSE,
369 WELLINGBOROUGH ROAD,
NORTHAMPTON
Northamptonshire
NN1 4EU

Anonymous
Anonymous  // 01/01/2019
I was recommended to use The Retirement Desk by a friend who used them a few years ago and I must admit he was spot on, Kay and Lisa at The Retirement Desk was so helpful and friendly, I can't thank enough.
Helpful Report
Posted 19 hours ago
From the first enquiry the whole process was clear, transparent and easy to understand. My Retirement Desk consultant, Kay Martin, was friendly, polite and knowledgeable. She was very experienced and helped me set up a fixed term annuity which is perfect for my requirements. I was made fully aware of all the costs upfront and kept up to date with each stage of the process with phone calls and emails I would definitely recommend the Retirement Desk
Helpful Report
Posted 2 days ago
This is the second time I have used "The Retirement Desk" . They are always very helpful and professional . Giving me updates in a timely manner. Making me feel very confident in the service they provide. I mainly dealt with Kay , but also spoke to other staff. All are excellent , clear and precise in the annuity policy progression, right to its final completion.
Helpful Report
Posted 2 days ago
1st class service. Kay helped me to navigate through a process that I was finding difficult. I was informed of any updates quickly throughout the entire process. Kay also helped to chase the pension fund holders who tended to drag their feet. I would highly recommend The Retirement Desk.
Helpful Report
Posted 6 days ago
Everything was handled with such ease and professionalism. Lisa was my main contact, but Kay was also available to help. Regular updates and no waiting in queues to get through. Highly recommended.
Helpful Report
Posted 1 week ago
Kay took me through the process of pulling my different plans together and sorting out a pension that suited me. I would certainly recommend them to anyone.
Helpful Report
Posted 1 week ago
Have been very pleased with the service and professionalism from Lisa, she dealt with any queries or questions very promptly and managed to get me a better than expected annuity. No complaints from me.
Helpful Report
Posted 1 week ago
I was kept informed about the process of my plan at all times, very friendly staff.
Helpful Report
Posted 2 weeks ago
Kay at the retirement desk was totally proffecional, efficient and friendly from start to finish in arranging my pension Plan and I was regularly updated with the progress of my plan. I highly reccomend the Ritirement Desk.
Helpful Report
Posted 3 weeks ago
I was very cautious when first contacted by The Retirement Desk as recently had a bad experience with a Financial Advisor. Lisa explained their processes in a way I could understand which put my mind at ease. I was given regular updates by telephone and email. No hesitation in recommending this company to set up an annuity. All completed efficiently in a friendly manner.
Helpful Report
Posted 1 month ago
I cannot rate Kay Martin highly enough. She made the whole process so smooth with weekly updates right to the end. I have already recommended her services to my friends and colleagues.
Helpful Report
Posted 1 month ago
I cannot praise Kay Martin enough in helping me set up an annuity I have had dealings with other companies setting up the same and had nothing but problems but not with yourselves Kay kept me appraised all the way through the transaction and gave me regular updates which made it stress free for me Her professionalism was outstanding and her telephone manner was also excellent She is a keeper 🤣🤣 Mr Neil Shearer
Helpful Report
Posted 1 month ago
Can wholly recommend The Retirement Desk. After a bad experience with an FCA registered Financial Advisor, there was no one more sceptical than I when I was first contacted by Lisa. My concerns were soon set aside after Lisa explained fully the procedure. I was kept informed every step of the way. Everything was handled professionally, efficiently and in a friendly manner.
Helpful Report
Posted 1 month ago
From the first enquiry and throughout the whole process was easy, clear and transparent. My Retirement Desk consultant, Kay Martin, was friendly, polite and knowledgeable. She came across as experienced and working in my interests. She kept me up to date with each element of progress with a phone call and an email. I was made aware of the (indirect) costs upfront and was encouraged by her proactive contact. I would definitely recommend the Retirement Desk.
Helpful Report
Posted 1 month ago
I was really impressed with the efficiency and knowledge shown by the prtdon deling with my enquiry and was surprised how quickly everything was put in place. I would highly recommend using this very reliable service.
Helpful Report
Posted 1 month ago
Had three small pensions which I wanted to covert to an annuity. Lisa O'Beirne and her team at The Retirement Desk obtained quotes and dealt with all the providers, making the whole process simple and straightforward. Very pleased with the result and would be more than happy to recommend.
Helpful Report
Posted 1 month ago
Very quick and easy
Helpful Report
Posted 2 months ago
Kay at The Retirement Desk has been very helpful in regards taking out an Annuity Pension. Throughout the entire process she kept me up to date with phone calls and emails so that I knew exactly what was happening in regard to my policy being set up. I would definitely recommend The Retirement Desk. All Staff were very helpful.
Helpful Report
Posted 2 months ago
An excellent service, I was kept well informed throughout the process. Kay Martin was very helpful and thorough.
Helpful Report
Posted 2 months ago
I found Lisa to be very helpfull and quick to respond with information, I would certainly recommend lisa and The Retirement Desk to any friends.
Helpful Report
Posted 2 months ago
The Retirement Desk is rated 5.0 based on 957 reviews