Originally an independent firm named Retirement Specialists Limited, the company was acquired by Brown Shipley in April 2021 to enhance its wealth planning and pensions advice capabilities. It is now fully integrated into Brown Shipley, a UK-based private bank and wealth manager founded in 1810. Brown Shipley, part of the pan-European Quintet Private Bank, provides a comprehensive range of services including investment management, wealth planning, and lending to private clients, charities, and institutions. The acquisition added specialized expertise in complex pension consolidation and retirement income planning to Brown Shipley's offering.

Founded in

United Kingdom