Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

Different ways to grow your wealth

RetireInvest provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the most suitable rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.

RetireInvest can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

Investing a lump sum

Whether you have accumulated cash over time, inherited a lump sum or even won the lottery, one thing is certain: if you have a lump sum to invest, you need to think carefully about what you do with it. The most important thing is to do something – doing nothing will simply mean your money is likely to be eroded by inflation over time.

There are countless lump sum investment options available, and it’s often difficult to know where to turn. And so many people simply don’t do anything for fear of making the wrong decision. At RetireInvest, we believe in good financial advice, and we think it’s important you put your money in an investment that’s suitable for you when considering where to invest a lump sum.

The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.


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.

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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.

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