At RetireInvest, we believe it’s up to us to prove just why we deserve the privilege of supporting you to manage your money and achieve your financial objectives.
Entrusting your hard-earned money to a financial adviser can often feel daunting. How do you know that the firm you select will take excellent care of your money and act to the highest standards of ethical conduct and best practice?
At RetireInvest, we believe it’s up to us to prove just why we deserve the privilege of supporting you to manage your money and achieve your financial objectives.
We’d love to hear from you.
Our team of friendly, approachable financial advisers have combined decades of experience in a wide range of financial planning matters – so you can rest assured that they know what they’re doing when it comes to your money.
It offers wide investment choice, an easy-to-use interface and unparalleled control and flexibility, making it easier than ever for our advisers to manage your portfolio and ensure your investments remain on track with your goals.
We look after pension and investment assets totalling in excess of £150 million. Every investment we make is overseen by Quilter’s Investment Oversight Committee (IOC) and Management Investment Group (MIG), which both work closely with independent bodies such as MorningStar and Square Mile to ensure all the investment solutions we recommend to our clients are robustly vetted and suitable for each client’s individual circumstances.
All investments are managed using Quilter’s multiple award-winning investment platform, which offers a wide choice of investments and unparalleled control and flexibility, all within one, easily accessible digital portal.
Seeking financial advice can be intimidating, but we do everything in our power to ensure the process is as smooth and simple as possible. We’re known for our straight-talking advice, avoiding jargon and explaining everything you need to know in plain English.
We’d love to hear from you.
You’ll never be ‘just another client’ with RetireInvest. Not only will you have your own dedicated financial adviser – whose job it is to get to know you and understand your hopes, aspirations and concerns for the future – but also the support of our experienced client services team, whose job it is to make absolutely sure that you’re always in the loop.
Because we spend time getting to know you and understanding your goals, you can rest assured that our advice will be exactly tailored to your individual needs. And, with the comprehensive, personalised financial report and cash flow analysis we provide (in addition to annual and biannual reviews), we ensure you’re always on track to meet your goals.
…our VouchedFor page has almost 200 reviews from satisfied clients (with an average star rating of 4.9/5). We encourage you to go and read about the experiences of individuals just like you, who also approached RetireInvest in need of some expert financial advice.
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.
