As your friend may have mentioned, we are currently running a special sign-up offer for clients who refer new business our way, meaning that you will both receive a £50 Amazon voucher should you decide to use our services. You can sign up for a free, initial consultation with one of our advisers using the form
But first, let us introduce ourselves.
Specialist financial advice
We are RetireInvest, a specialist financial advisory firm and an appointed representative of Quilter Financial Planning. Our head office is based in Grantchester, but we also have a presence in five other locations across London, the Midlands and the North of England. We offer specialist wealth, investment, inheritance tax, mortgage and protection planning advice to individuals and businesses across the UK.
Guaranteed advice
We look after pension and investment assets totalling in excess of £150 million. Every investment we make is backed by Quilter’s Management Investment Group (MIG), ensuring all recommendations are suitable for our clients. The MIG also works closely with independent investment analysts Morningstar and Square Mile, ensuring all investment solutions are robustly vetted. Seeking financial advice can be daunting, but you can rest assured that your money is in safe hands.
Personalised, tailored advice
You’ll never be ‘just another client’ with RetireInvest. In fact, we ensure that our clients not only have their own dedicated financial adviser, but also the support of an experienced client relationship team, ensuring they’re always in the loop. Our job is to get to know you and your hopes, aspirations and concerns for the future. That way, we can tailor our advice for your individual needs and provide you with a comprehensive personalised report detailing our advice and cash flow analysis, along with a diversified financial plan.
Pay for what you need
We offer four different service level arrangements, so you only pay for what you need. You can also choose how you want to pay for our services – either a fixed fee or ongoing charges, whatever suits you best. Advice is provided face-to-face or remotely via Teams.
Take your first step towards a £50 Amazon voucher!
To take advantage of our special sign-up offer, please do fill in the form to book a free, initial consultation with our adviser. Please note that there is no pressure to sign up for our services and should we not be the right fit for you then we will part ways with no hard feelings.
If you do believe you can benefit from our services and the help we can provide, however, and you do end up working with us, we will send both you and the person who referred you a voucher as a thank you.
We look forward to hearing from you!