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The Retirement Desk Reviews

5.0 Rating 971 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 971 reviews
Customer Service
Communication Channels
Telephone, Email, Live Chat
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
I had already done my homework on pensions, and knew what I wanted. I was very impressed by the fact that Kay Martin (my consultant) asked all the right questions, did not try to change my mind or sell me alternative products. The administrative side of things was handled very professionally, and remarkably quickly! Additionally, Ms Martin discovered an error in the transfer of funds from my previous investment company and obtained a refund of several hundred pounds on my behalf. I have not had a chance to recommend The Retirement Desk to any of my friends, but would not hesitate to do so if the opportunity arises.
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Posted 8 years ago
Sorting out pensions is quite a bewildering time as you are making decisions that will affect the rest of your life. I was in the middle of cancer treatment at the time so was not in the best frame of mind. You hear about the elderly being cheated by unscrupulous companies so I was unsure when contacting The Retirement Desk. I am happy to say that I was immediately put at ease by Lisa who gave me all the info I needed to check out my options. The whole process was taken from me and handled expertly whilst keeping me up to date with the progress. In fact, Lisa has just called me to advise that I will be receiving an extra payment that I would never have known about so I have no fear in recommending The Retirement desk to anyone in my position. I still have another pension to claim and will have no worries in using The Retirement Desk to arrange this when the time comes. Thanks again to Lisa and the rest of the team.
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Posted 8 years ago
Overall an excellent service. I did not have to do much.
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Posted 8 years ago
You gave me everything I asked for I'm very grateful thank you I would recommend you again to someone
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Posted 8 years ago
I was dealt with very professionally and all my many questions were answered promptly. It was a smooth and welcome service that I would not hesitate to recommend
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Posted 8 years ago
Everything was so easy and nothing too much trouble. I was dreading sotng our pensions and Lisa was so efficient that there were no issues at all.
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Posted 8 years ago
Needed to get pension sorted out, so I approached this company. The lady who dealt with my query was Lisa. Very professional and friendly. Kept me in touch throughout the whole process with calls and emails. Would highly recommend this company for dealing with private pension funds.
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Posted 8 years ago
The Retirement Desk provided an excellent service throughout and Kay Martin kept me up to date with progress on a regular basis, highly recommended.
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Posted 8 years ago
Hi all at the retirement desk. This is a thankyou mainly to Wendy. You have been absolutely marvellous during the (TWO)years that I messed you about so patient. Nothing but professional hope you continue to help many more people at this very risky time many thanks. Kind Regards Graham
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Posted 8 years ago
I required a fixed term draw down for my pension fund and Lisa O'Beirne kept me informed through the whole process and was quick to respond to any queries. Excellent service.
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Posted 8 years ago
I was delighted to speak to Kay Martin at the Retirement Desk when I was ready to look at pension options when I retired. Kay found a really good deal for me on a draw down pension which I didn't know about. I had a very modest pension pot which was treated just the same as if it had been very large. I found Kay very friendly and helpful and would have no hesitation in recommending her and the Retirement Desk to friends.
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Posted 8 years ago
I was Impressed with Lisa O`Byrne she kept me up to date at evrey step and Informed all parties of where we were at,I would highly recommend Lisa of The Retirement Desk as they have been fantastic in arranging my pension transfer and answered all my questions so well done
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Posted 8 years ago
Very happy with the staff at the retirement desk. Thank you for your valuable work. S Knaggs
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Posted 8 years ago
I was contacted by Wendy. She listened to what I wanted, explained what I wasn't clear about, and forwarded examples of how my needs could be met so that I was in a more informed position. At all stages I was kept informed as to progress. It was exactly the right level of contact. She was cheerful and friendly and I had confidence in her. This was an efficient and helpful service which I'm likely to use again. Lisa also deserves a mention for picking up a query I had. I left a message on your answerphone and she responded promptly. So thank you.
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Posted 8 years ago
From start to finish Lisa O'Beirne was excellent with both phone calls and E mails and would answer any question's and concerns I had along the way. The whole process from start to finish was made so simple because of her over seeing all aspects of the process.
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Posted 8 years ago
Originally asked them for quote, then decided to postpone retirement. Lisa diarised my new date and followed up at the correct time. Arranged everything and kept me informed, very efficient and friendly service.
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Posted 8 years ago
The service provided was excellent. Everything went through very quickly. I dealt with the same person, Wendy, throughout the whole process. She kept me up to date with developments without being intrusive. All the paperwork was done for me. I didn't have to get my own certified copies. They even sent a pre-paid "Post Office Tracked" envelope to return all the paperwork. I would definitely recommend The Retirement Desk!
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Posted 8 years ago
Lisa O'Beirne made everything simple and clear from the first communication. I cannot praise your company enough if all of your pensions officers are all as highly trained.
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Posted 9 years ago
I stumbled across the retirement by chance and I am so glad I did. I was having awful problems trying to sort my pension plans out. I was receiving poor advice, hidden consultancy fees and generally bad advice. My retirement desk advisor Kay Martin was absolutely brilliant. Everything was explained to me clearly and communication was excellent. I feel comfortable now with the knowlege that I have a good plan in place. I cannot thank or speak highly enough of Kay and I have recommended Retirement desk now to my friends and family.
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Posted 9 years ago
I was a tad nervous about handing over management of my pension pot but my fears were definitely unnecessary. Lisa at The Retirement Desk was so helpful, patient, reassuring and professional. I felt very confident that The Retirement Desk was the perfect choice. At no time did I feel pressured and Lisa always answered my many questions promptly and in a manner that was easy to understand. I am truly over the moon with outcome achieved by The Retirement Desk and would never hesitate to recommend them highly.
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Posted 9 years ago
The Retirement Desk is rated 5.0 based on 971 reviews