Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success. Having goals gives focus and direction. That’s where RetireInvest can help. We are financial advisers, which means our duty is solely to you – our client.

RetireInvest are based in Grantham, Lincolnshire. Our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Treating Customers Fairly

RetireInvest Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

RetireInvest have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK’s leading firms that are wholly committed to providing you with the best possible advice, service and support.

Our Latest Reviews

Why choose RetireInvest?

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past.

Finances often take a low priority for many people because they are complex, but at RetireInvest our clients appreciate our ability to make the financial advice process both simple and enjoyable.


Our Approach

At RetireInvest, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.

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You might be planning for your retirement, looking to generate investment income to top up your pension, or simply creating a secure nest egg for the future.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

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The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

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Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

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Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax. The structures into which you transfer your assets can have lasting consequences for you and your family.

Estate Planning & Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Business Insurance

Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably. At RetireInvest, we strongly believe that adequate business insurance is not a luxury – it’s an absolute necessity.

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Tax Planning

At RetireInvest, we specialise in taking into account your tax affairs as part of the financial services and solutions we provide. Clients feel reassured that we have not only considered maximising and protecting their wealth, but also taken into account the impact our advice has on their overall tax position.

Tax Planning is not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.

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Visit our Knowledge Centre

To download the latest issue of our magazine, financial guides or to use our financial calculators, please visit our Knowledge Centre.

Knowledge Centre