The award presented by Warren Vickers, Managing Director of Quilter Financial Planning, marks two decades of leadership, commitment, and contribution to the financial services industry.
Over the past 20 years, Rob has played a key role in building and leading a high-performing team focused on delivering exceptional retirement planning and wealth management solutions, rather than advising clients directly. Under his direction, RetireInvest has grown into a significant financial planning business, headquartered in Finkin Street, Grantham supporting clients across the UK.
Today, RetireInvest manages over £235 million in funds and is proud to be recognised as one of Quilter’s Growth Hub firms, one of just eight firms nationally to receive this recognition. The business continues to go from strength to strength, driven by a clear vision.
That success is reflected in RetireInvest’s reputation. RetireInvest is a VouchedFor Top Rated Firm, they have been recognised in The Sunday Times, and consistently achieves outstanding client feedback, with a 4.9 out of 5 rating. RetireInvest have also been shortlisted for awards including VouchedFor most trusted and VouchedFor most impactful.
Reflecting on the milestone, Rob commented: “It’s been an incredibly rewarding journey. I’m proud of what we’ve built as a team. The relationships built over the years are what matter most. Helping people plan for their future and achieve peace of mind is why we do what we do.”
At RetireInvest, the focus on personalised financial advice is at the heart of everything the team deliver. Under Rob’s leadership, the business continues to provide tailored retirement planning solutions, helping clients navigate important financial decisions with confidence.
As the financial landscape evolves, RetireInvest remains committed to offering trusted, expert guidance supporting clients at every stage of their retirement journey.
If you need to contact the team please call 0800 028 4040 or contact us online https://retireinvest.co.uk/ .
