At RetireInvest, we believe estate agents would benefit from a financial advice partnership built on professional expertise, mutual trust and a clear commitment to ensuring better client outcomes.
Through our experience of working with estate agents, we’ve identified key values that drive successful partnerships with financial advisers like us:
01
We recognise the importance of your position as a professional expert and the value you add to your clients. We believe a partnership with us would help you to add further value to those relationships.
02
We believe partnerships work best when they are built on shared values, similar client profiles and a commitment to maintaining a like-minded culture, ethics and style of service.
03
We focus on looking after every aspect of clients’ financial wellbeing, by aligning personal financial advice with their goals. Our coordinated approach ensures a comprehensive strategy for both personal and professional financial success.
04
We bring high levels of professional standing, qualifications and expertise to every client interaction. Our clearly defined areas of expertise ensure we deliver comprehensive tailored solutions.
05
As fee-based financial advisers, we believe in maintaining lasting relationships with professional partners and clients, though a consistent approach and building trust over time.
06
We can provide access to a broad range of financial education resources, including expert speakers for client events and workshops.
01
We recognise the importance of your position as a professional expert and the value you add to your clients. We believe a partnership with us would help you to add further value to those relationships.
02
We believe partnerships work best when they are built on shared values, similar client profiles and a commitment to maintaining a like-minded culture, ethics and style of service.
03
We focus on looking after every aspect of clients’ financial wellbeing, by aligning personal financial advice with their goals. Our coordinated approach ensures a comprehensive strategy for both personal and professional financial success.
04
We bring high levels of professional standing, qualifications and expertise to every client interaction. Our clearly defined areas of expertise ensure we deliver comprehensive tailored solutions.
05
As fee-based financial advisers, we believe in maintaining lasting relationships with professional partners and clients, though a consistent approach and building trust over time.
06
We can provide access to a broad range of financial education resources, including expert speakers for client events and workshops.
A partnership with RetireInvest would help you to offer more comprehensive support to your clients. Together, we can deliver financial success in all areas of their lives.
We look after pension and investment assets totalling more than £150m. Every investment we recommend is overseen and fully vetted by Quilter to ensure client suitability. Our 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.
For some clients, seeking financial advice can be daunting. That’s why we do everything in our power to ensure clients referred to us will experience a straightforward approach that makes the process as smooth and seamless as possible.
Our team of friendly, approachable financial advisers have decades of experience in a wide range of financial planning matters.
RetireInvest is backed by the Quilter Financial Planning Network, part of Quilter plc, a FTSE 250-listed company and leading provider of financial advice, investments and wealth management in the UK and internationally. This pedigree means the clients you refer will be looked after by one of the country’s most reputed wealth management firms.
Your client will never feel like ‘just another number’ with RetireInvest. Each client is assigned a dedicated financial adviser whose job it is to get to know them inside out and will tailor their recommendations to their specific financial goals.
With a VouchedFor score of 4.9/5, we have a strong reputation with clients and a proven track of helping clients achieve their short, medium and long-term financial planning goals.
01
When your clients need bespoke financial planning beyond mortgage advice, we can help with investments, retirement, tax planning, estate planning, Inheritance Tax, and personal or business insurance.
02
We only refer clients to estate agents we trust for their expertise and professional standards. Partnering with your firm would allow us to confidently recommend your services to clients whenever appropriate, creating a mutually beneficial relationship.
03
You can feel confident when referring clients to us. We will provide proof of our professional standards through authorisations, accreditations, qualifications, anonymised case studies and client testimonials.
04
We can enhance your clients’ understanding of financial planning and how it fits in with their life plans. We can support your events with knowledgeable speakers, engaging literature and other resources to deliver the best possible experience.
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.
