About RetireInvest

RetireInvest is a firm of financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and tax planning.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

About RetireInvest


RetireInvest is a firm of financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection, and tax planning.

Our advisers have over 100 years of combined experience in helping clients navigate complex financial markets.

Why choose RetireInvest?

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at RetireInvest our clients appreciate our ability to make the financial advice process both simple and enjoyable.

Based in Grantham, Lincolnshire, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, RetireInvest are able to help, wherever you are in the UK. We also understand that you may have limited time available, therefore we offer telephone, email, office-based and home visits at a time to suit your needs.

At RetireInvest, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:

  • Identifying your short, medium and long-term financial planning goals
  • Clarifying precisely what you want from life
  • Mapping out a route to get you there
  • Making easy-to-understand product and investment recommendations
  • Adjusting your plan during significant life changes and at regular reviews

Contact us today to begin your journey – we look forward to hearing from you.

The Quilter Adviser Network


We are a member of the Quilter Advisor Network, itself part of the Old Mutual Wealth Group, a multi-billion-pound international financial services company. We believe this relationship benefits you in several ways:

Financial Strength

Financial Strength

Our personal service is supported and enhanced by the resources of a large financial services group.

Product Excellence

Product Excellence

All the products and providers we recommend have been rigorously and expertly researched using an extensive and highly competitive due diligence process, ensuring we have access to the very best in the industry.

Product Choice

Product Choice

We can help you choose from a wide range of solutions designed to meet all your personal financial needs, ensuring that you are offered the solution that is best for you.

Low Costs

Low Costs

The leveraged buying power of the group allows us to offer products at rates which are often not available anywhere else in the market.

Please read the Guide to our Services for more information about Quilter, how we are regulated and our business and services, so that you know what to expect when working with us. For more information about investing please read the Intrinsic Guide to Investing.
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