Become a partner

Every solicitor, accountant, estate agent, mortgage broker and financial adviser will at some point have to partner with other professional services providers when their clients’ needs call for it.

When you have worked hard to gain a client’s trust, however, the prospect of handing them over to another business is a daunting one. It’s vital that you feel 100% confident that the business to whom you have referred your client has the expertise and commitment to client care required to meet their goals and expectations.

Working with RetireInvest

When you partner with RetireInvest, you can refer your clients to us secure in the knowledge that we’ll take care of them with the same level of dedication, service and care with which we would our own. Here’s how:

Decades of experience

Each member of our specialist team has years of experience spanning a broad range of financial planning matters. No matter how complex your client’s requirements and goals, we’re fully confident we have the expertise to help.

Guaranteed advice

As a strategic partner of the Quilter Financial Planning Network – part of the award-winning Quilter plc – your clients can rest assured that the advice we give them is guaranteed by one of the country’s top 100 financial advisory firms.

Rigorous investment approach

Every investment we make is backed by Quilter’s Management Investment Group (MIG), which oversees the investment selection process to ensure that all our recommendations are suitable for your client. The MIG works closely with independent investment analysts MorningStar and Square Mile to ensure all investment solutions are robustly vetted.

Complete flexibility

We offer three different service level arrangements, meaning your client only has to pay for what they need. They also have the freedom to choose between a fixed fee arrangement or ongoing charges. It’s cost-effective for them, and you can refer them knowing our services don’t have to cost the Earth.

Personalised, tailored service

Your client will never be ‘just another client’ with RetireInvest. Every RetireInvest client has their own dedicated financial adviser, whose job it is to get to know them as a person and understand their hopes, aspirations and concerns for the future.

And, with a score of 4.9/5 on VouchedFor and over 100 years of combined experience in the financial services industry, we have a proven track record for providing straightforward, professional financial advice that helps clients like yours reach their short, medium and long-term financial planning goals.

Our Partner Pledge

All of RetireInvest’s partner firms benefit from our Partner Pledge – our promise to deliver a seamless, tailored and high-quality client experience that reflects as well on you as it does on us.

Introductory meeting

Should you be interested in partnering with us, we’d be delighted to invite you for an initial meeting to introduce ourselves and help you get a better feel for whether our business might be a good fit for you. This meeting can be held at your business premises, our own offices in Grantham or London, or via videoconferencing software – whatever is most convenient for you.

Generous referral fee

Where regulations permit, we’ll reward you with a generous referral fee of [£X or X%] for each successfully referred client.

Dedicated service

Every client you refer to us will be allocated their own dedicated financial adviser who will look after them throughout their client journey with us.

Marketing materials

We can provide partner firms with a range of marketing materials to help promote and grow their business, including dual-branded brochures, newsletters and guides.

The beginning of a productive partnership?

Well, that’s up to you to decide – and us to prove!

If you believe that RetireInvest might be a good fit for your business, simply give us a call on 0800 028 4040. We look forward to working with you.