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.
Established in 2016, RetireInvest is a financial advisory firm specialising in providing tailored advice on pensions, investments, Inheritance Tax (IHT) planning, wealth and personal protection, as well as tax planning. We are the wealth management arm of Money Options Group; our sister business, Mortgage Options, won the National Mortgage Broker of the Year Award in 2001 with a team of 90 advisers.
With our head office in Grantham, Lincolnshire, we also have a presence in Harrogate, Newark, Retford, Lincoln, Newcastle and London.
We are extremely proud to be a Quilter Partner and regional hub, meaning that we are a part of one of the UK’s leading wealth managers and enjoy the backing, investment and support of a FTSE 250 company.
National Mortgage Broker of the Year – 2001
Our clients choose RetireInvest for the quality of our financial advice, our excellent client service, and the award-winning funds and products to which we have access as a Quilter Partner. When you work with RetireInvest, you can rest assured that your money is in the safest of hands.
We have invested heavily in our recruitment process over the years to ensure our clients have access not only to the very best financial advisers, but also a dedicated client support team whose sole purpose is to keep you informed about your progress.
We’d love to hear from you.
Although this page offers some general advice on different types of pensions and which ones might be suitable for you, we would highly advise that you take professional financial advice before making any decisions about your pension. The type of pension you choose, and how you manage it, can make a significant difference to the lifestyle you are able to enjoy in retirement, so please do contact us for more information and professional guidance.
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
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Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
