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.

This is the six-step process we follow:

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

During the initial free, no-obligation meeting, RetireInvest will access your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost.

Why choose RetireInvest?

Best Advice

We are not tied to any high-street bank or building society.

Simplifying the process

We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.

Easy to understand

We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.


You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.