Straight talking finance

We are RetireInvest, a Quilter Partner and Regional Hub offering award-winning pension and investment solutions for clients at every stage of life.

Quilter’s multi-award-winning investment platform and funds give us that confidence.

About us

With offices in Grantham and London, and a presence in multiple other locations, RetireInvest serves clients in the East Midlands, London and across the UK. Our team of experienced advisers are on hand with wealth planning, investment, Inheritance Tax, mortgage, protection and long-term care advice designed to help you reach your financial goals, both now and in the future.

Our approach

At RetireInvest, we believe in offering only the highest quality investment solutions to our clients – solutions that we feel confident will support them in reaching all their financial objectives. Quilter’s multi-award-winning investment platform and funds give us that confidence.

And, because your investments will be backed by one of the country’s leading financial advice networks, you can have confidence in us, too.

What we do

We offer a holistic financial advice service that covers all our clients’ financial needs as they move through life. Whether you are at the beginning of your financial journey or approaching retirement, we offer straight-talking financial advice that gets to the heart of what you want to achieve.

With your own dedicated financial adviser and the unwavering support of our experienced client services team, you’ll never be just another client at RetireInvest.

Our reviews

Hear from clients just like you…

“I first spoke to RetireInvest needing some professional advice and options for my private pension.

They provided honest and professional advice, good communication and helped me set up my future finances in a stress-free way. I’m now looking forward to the future, worry-free. Thanks RetireInvest!”

“I sought help from RetireInvest for advice on what do with my tax-free pension lump sum to ensure my longer-term income.

My adviser advised me on the most effective investments to achieve a good income from my pensions – without taking on too much risk. I’m very confident that the planning approach is working and my adviser has proved extremely capable, so I’m confident going forwards that my anticipated income will be delivered.

It was never intended to be a quick fix, but so far things are going as planned!”

“When I first approached RetireInvest, my investments were performing poorly due to bad advice from a previous adviser.

One of my investments was almost half the original amount when I met RetireInvest.

My adviser reviewed all my investments and reinvested them in areas that were performing better. As a result, my investments grew and although over the years I have had several withdrawals they still continue to thrive. My adviser will advise when he feels they could improve in another area and will act upon this – he always ensures that my investments are performing to give me the best return.

Despite recent market conditions, my investments have weathered the storm. My adviser provides excellent advice and service, and his clients needs are always at the forefront of his mind.”

“I went to RetireInvest when my husband died and I needed financial advice. My adviser showed real empathy towards me in what were difficult circumstances. They helped me move my husband’s personal pension to an equivalent one in my name. They also gave me the advice I needed to consolidate other savings. My finances are much more straightforward to manage now and I have confidence for the future.

RetireInvest’s approach was just right for me. I couldn’t have asked for more.”

“I retired early with access to a final salary pension from my previous employer and a pension ‘pot’ of retirement savings in my then-employer’s pension scheme. We wanted to understand what options were available to make sure that our capital was not only protected but increased over time to supplement our income.

After our previous financial adviser died suddenly, my adviser at RetireInvest took over our portfolio. He is the consummate professional, quickly building a rapport with us and familiarising himself with our initial requirements (with regards to financial goals, attitude to risk, etc.), thus ensuring a meaningful review. We discussed the changing financial landscape as a result of the global pandemic, accepting that markets would continue to be volatile until the current situation improves. My adviser is an excellent ambassador for his organisation.”

“I had a number of pensions that I wished to combine and wanted them combined onto a single platform in advance of my retirement. My adviser gave advice on the options available and which was the most efficient method to draw down pension income in retirement.

I have had regular communication and updates from my adviser and everything should be in place for my target retirement date.”

“I was looking for advice on savings when I approached RetireInvest – I had some redundancy money so just needed information on options for investments.

My adviser and I did an initial Q&A session to establish the level of risk I’d be prepared to take and once that was confirmed, they explained my options. They explained about profit and loss, that shares can fluctuate, all in a manner I could understand.

Initially, I was worried about how much the services cost, but as it’s taken out of my profit it’s not noticed.

I’ve not lost any funds from RetireInvest’s advice. We’ve moved money around if it wasn’t performing and again my adviser explained their reasons for any changes. They react to market fluctuations and discuss new products if they are right for me.”

We’d love to hear from you.

Partner with us

Are you an accountant, solicitor or other professional looking to partner with a trusted financial advisory firm?

Guides

Introduction to Inheritance Tax

Inheritance Tax (IHT) has come under the spotlight over the past few years, due largely to the continued rise in house prices. These days, you don’t have to be hugely wealthy to be affected by IHT.

April 1, 2025

Introduction to pensions

Pensions are typically viewed as being complex and difficult to understand. As a result, people often delay starting one or ignore the issue altogether.

April 1, 2025

Introduction to Retirement Planning

Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.

April 1, 2025

Contact us

If you’re looking for some straight-talking financial advice and clarity on your financial future, please get in touch to book a free initial appointment.

The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

RetireInvest Limited is registered in England and Wales. Company Number 09916200. Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.

Tel: 0800 028 4040

RetireInvest Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk) under reference 440703 and 440718.

Estate Planning, Trusts, and Tax Planning advice is not regulated by the Financial Conduct Authority.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited June 2025

Straight talking finance

About us

Our approach

What we do

Hear from clients just like you…

Partner with us

Guides

Introduction to Inheritance Tax

Introduction to pensions

Introduction to Retirement Planning

Contact us

Straight talking finance

About us

How we work

Referrals

Partners

Resources

Contact us

What we do

Planning your retirement

Building your wealth

Leaving a lasting legacy

Give the best education

Protecting your family

Lightening your tax burden

Straight talking finance

About us

Our approach

What we do

Hear from clients just like you…

Partner with us

Guides

Introduction to Inheritance Tax

Introduction to pensions

Introduction to Retirement Planning

Contact us

Straight talking finance

How we work

Referrals

Partners

Resources

What we do

You are now departing from the regulatory site of Retire Invest.

You are now departing from the regulatory site of Retire Invest.

You are now departing from the regulatory site of Retire Invest.

You are now departing from the regulatory site of Retire Invest.

You are now departing from the regulatory site of Retire Invest.

You are now departing from the regulatory site of Retire Invest.