About Us
The Retirement Partnership Ltd was created in February 2008, to help
everyone achieve a 'financially secure retirement'.
Retirement Partnership is a non regulated organisation. The content
of the web site and any other material is for guidance purposes only, and should
not be construed as advice. Individual members of the Partnership may be
authorised as Independent Financial Advisers in their own right, and wholly
separate from the Retirement Partnership Ltd. This is detailed below in
personal profiles.
We work with Insurance companies and financial advisers alike to promote the
range of options at retirement and advice practices that take these into
account.
We have been supported by a limited number of Insurance companies in the initial
stages of the business to enable us to set up the first web site and to write up
the advice process demonstrated in this site. We are extremely grateful
therefore to the businesses below for this support.
- Living Time
- Lincoln Financial Group
- The Hartford
No conditions have been placed upon this support, so although you will see the
products and services of these companies listed in the web site, no preference
has been given or requested.
Personal Profiles
Steve Lewis
Steve is a Chartered Insurer, and MBA graduate, who has worked in the financial
services industry for over 20 years. The key focus of his roles has always been
the distribution of retirement, and investment based products in the UK
intermediary market. More recently this has engaged Steve in market strategy,
product development and communications. He is an excellent public speaker and
communicator.
To contact Steve please see the Contact
Us page.
Paul Fife
Paul Fife is a practicing Independent Financial Adviser who has worked in the
Financial Service industry for 20 years and has been Managing Director of Equus
Independent Financial Management Limited for 8 years. Paul has been responsible
for building Equus, from its inception in 1998, into a highly respected IFA
practice and is a solution-orientated individual with a proven track record with
industry partners and regulatory bodies at all levels.
One of Paul's main areas of focus within the business since inception has been
the development of a highly specialised pensions unit within the practice.
To contact Paul please see the Contact
Us page.
Billy Burrows
Billy Burrows is a leading industry commentator and regularly publishes his own material for clients on his own web site www.williamburrows.com.
Billy is an Independent Financial Adviser in his own right, running
William Burrows Annuities, which is in turn a part of MPL Wealth Management. Billy has many years of experience in this market place, and has worked on both the product provider and adviser sides of the industry.
To contact Billy please see the Contact
Us page.
