Retire Right is a provider of user-friendly solutions for financial advisers, dedicated to helping clients achieve a secure and fulfilling retirement. With over 30 years of combined experience in IT and finance, we bring expertise and innovation to transform the retirement planning experience.
Our Mission
At Retire Right, our mission is to empower financial advisers and their clients to retire right – with confidence and preparedness. We believe everyone deserves a secure retirement, and our accessible solutions streamline the planning process for exceptional outcomes.
Our Flagship Product
Our Retire Right Cashflow Modelling Tool is designed for client meetings, generating a comprehensive lifetime cashflow model in under a minute. It provides clear insights, showcasing what clients can expect from retirement.
Customer-Centric Approach
We prioritize simplicity, accuracy, and efficiency in our solutions, enabling advisers to deliver personalized retirement strategies seamlessly. Our customer-centric approach ensures our tools integrate effortlessly into the adviser-client relationship.
Meet Our Team
Our dedicated team combines IT and finance expertise to drive retirement planning innovation. Together, we are committed to supporting financial advisers and their clients throughout their journey.
Richard
Richard started working for Ernst & Young in Personal tax in 2011 and studied his IFA exams in his personal time. Then he joined the family IFA business and helped create the first Cashflow modelling tool on excel which was the basis for Retire Right
Mike
Mike worked for Ernst & Young from 2005 as a Senior IT Support Analyst, developing a range of internal software and business process tools. He then developed the Cashflow tool from an initial prototype in Excel into a bespoke web application with enhanced features.
Simon
Simon studied computer science at University and then worked in IT support and network management for a local school since 2008 where he has learned valuable experience in IT support, server maintenance and troubleshooting. He also has experience in website building.
