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The Retirement Desk Reviews

5.0 Rating 979 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 979 reviews
Customer Service
Communication Channels
Email, Live Chat, Telephone
Queries Resolved In
Under An Hour
Read The Retirement Desk Reviews
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Phone:

01604 379379

Email:

lisa@theretirementdesk.co.uk

Location:

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

Anonymous
Anonymous  // 01/01/2019
A brilliant company to deal with, I told them what plan I required and they found the best company to meet my requirements. They inform you each step of the way with whats happening, by phone call and a back up email. Quick and effecient is an understatement as I cant thank them enough for what they have done for me. Many thanks Steve
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Posted 10 hours ago
I have had excellent service from The Retirement Desk. They really care for their clients, taking all the stress out of finding the best financial options, with follow up calls when needed. Lisa has been extremely helpful setting up 'draw downs' and spotting mistakes in documents that I would have missed. She even delegates to other members of staff to chase things up and contact me when she is unable to be in the office. Many thanks.
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Posted 3 days ago
Very easy to deal with & excellant communicatio;!
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Posted 6 days ago
"Wow"... if I only had one word, that would be it! Outstanding customer service is rare, but this was probably the best I've ever had. Lisa kept in touch with me every step of the way with quite a complex transfer of funds from my pension scheme to an annuity. The pension scheme was a bit slow, and their communication wasn't great but Lisa chased them and made sure I knew what was happening ever step off the way. My annuity rates were refreshed by Lisa and the quote was the best I could find. Lisa has a day off when one piece of info came through and her colleague Kay called me to update me. What a team. I couldn't recommend the Retirement Desk more. I felt totally reassured and knew I was in good hands. Whatever they get paid they need a pay rise, they are outstanding., professional and friendly. Thank you Lisa, and Kay for stepping in as well.
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Posted 1 week ago
I can't praise Lisa and The Retirement Desk highly enough. After my initial enquiry Lisa responded immediately and gave me clear information to help me come to a decision. After that she kept me updated regularly and answered any questions efficiently. My pension provider was slow to respond to queries and requests and Lisa dealt with these obstacles with patience and good humour. Eventually she achieved the outcome I wanted and I am very grateful for her assistance. Overall, The Retirement Desk provided an excellent service and I would recommend them.
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Posted 1 week ago
A Fixed Term Income Plan was set up for me by Lisa O'Beirne plus one of her colleagues, Kay. The service was responsive, prompt and clear at all times.
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Posted 1 week ago
What a lovely company to deal with. Kay has been so helpful and explained every step of the way. It became such an easy process to get an annuity and I would recommend them 100%
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Posted 2 weeks ago
Kaye/lisa very professional and efficient. I did not have to chase any part of the process. I would gladly recommend the company to anyone looking for support during the mind boggling retirement quagmire.
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Posted 2 weeks ago
Professional, friendly service I would highly recommend. Lisa O'Beirne supported me through a smooth pension transfer securing the right policy for my needs.
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Posted 1 month ago
As before, Lisa was excellent from start to finish. Found the product I wanted and arranged everything precisely.
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Posted 1 month ago
I would thoroughly recommend The Retirement Desk. The service was outstanding and they did everything they promised to do. My contact was Kay Martin and she was very helpful with my initial retirement enquiry. Kay's communication with me was excellent and she provided regular updates throughout the process of purchasing my retirement annuity. Kay's colleague, Lisa, was also very helpful with my queries when Kay was on holiday. I wish all companies were as efficient as The Retirement Desk.
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Posted 1 month ago
Very happy with the service I received; I was unsure of what I was after at the start but Kay was friendly & helpful throughout
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Posted 1 month ago
Once I'd decided what retirement options to review, RTD were able to quickly sort me out with the best market offers to consider. I was able to consider this information in my own time without unnecessary pressure and with a number of follow up quotations provided accordingly in a timely manner. Kay provided me a superb level of service whilst being in immediate contact with me as & when I required, so many thanks for that Kay. I thoroughly recommend RTD who remained professional throughout. Thank you!
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Posted 1 month ago
Lisa O'Beirne was extremely helpful and kept me totally up-to-date. She made a difficult decision and process much easier. Thank you Lisa for your help and pdates. It has been appreciated.
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Posted 1 month ago
Made everything seem straight forward.
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Posted 1 month ago
I went to the retirement desk for the first time about 5 years ago and recently returned to do more business with them a few months ago. Everyone’s needs are different however I wanted to feel comfortable and secure and not pressured in any way into buying into something I wasn’t 100% happy with. I wouldn’t hesitate to recommend the retirement desk and in particular Kay Martin who on both occasions dealt with my business in a friendly but very professional manner. MD.
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Posted 1 month ago
Kay was excellent, friendly and very efficient in sorting my situation 5 years ago, and revisiting now to arrange the correct product. Wouldn't hesitate to recommend.
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Posted 2 months ago
I had several,pension plans that I needed combined and made to annuity they were all of different types I cannot praise Kay Martin enough although meet with many problems she worked tirelessly to sort out the problems and provide me with my pension
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Posted 2 months ago
Excellent professional service.
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Posted 2 months ago
Absolutely amazing service . I cannot fault them . This is the second time we have dealt with them and would not hesitate to recommend them to anyone. Communication is excellent and they really seem to care that you are getting the best deal for your pension. We dealt with Lisa both times and she an a star .If I could give more than 5 stars I would.
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Posted 2 months ago
The Retirement Desk is rated 5.0 based on 979 reviews