Panoramic image of Millenium bridge and St. Paul's cathedral across river Thames in the morning in London, UK. Toned panoramic image.

Welcome to Retirement Planning

At Retirement Planning UK, we bring decades of experience delivering practical, personalised financial advice to individuals, families, and businesses across the nation.

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London skyline panorama at night, England the UK in lights. Tower of London, The Shard, City Hall, River Thames. Seen from Tower Bridge

Our expertise

Our expertise spans a wide range of services, including mortgages, savings, investments, pensions, and protection. We’re committed to placing our clients at the heart of everything we do, fostering long-term relationships built on trust, transparency, and tailored guidance.

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A beautiful view from St. James's Park in London.

Customer service

We take the time to understand each client’s unique circumstances and goals, crafting bespoke financial plans that evolve with their needs.

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Here to help you succeed

At RPUK Ltd, our mission is simple: to help individuals, families and businesses achieve their financial goals with confidence and clarity.

We start by listening. Discuss your current situation and your financial objectives. Then we create the most suitable and personalised plan to help you reach your goals.

We will support you through the process, and whilst every decision is ultimately yours, we’re here to guide you with clear, jargon-free advice—both now and as your needs evolve.

Our Services

Auto Enrolment
London, elegant apartment building near Mayfair

Equity Release
Family buying new house

Mortgage Types

Pensions

Savings and Investments

Protection

Wills

Commercial Lending

General Insurance

Long-Term Care
Female Real Estate agent offer home ownership and life insurance to young couple.

Useful Information

Guides

Want to know more?

To find out more or to arrange a meeting with us, please email us on kate@retirementplanninguk.co.uk
or call 01785 817377

Get in touch