Our Approach

At RetireInvest, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices.

Our Approach


At RetireInvest, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.

This is the six-step process we follow:

Initial Consultation

The purpose of our initial, free-of-charge meeting is to identify your personal needs and objectives, establish what benefits would result from using our services, outline our associated costs and give you the opportunity to appoint us.

Fact Finding

This could involve a specific review of your current arrangements and circumstances in relation to particular issues you feel require attention or could involve your entire financial situation.

Research

Using the results of our review process we will then carry out product research to enable us to identify the most suitable recommendations to help you to achieve your personal financial needs & objectives.

Recommendations

We will present back to you our report detailing the results of our research & personal recommendations including specific product solutions that will support you in achieving your personal needs & objectives.

Implementation

This process only begins once we have your agreement on the arrangements to be put in place. This involves arranging investments or other products on your behalf, as required.

Ongoing Review

An ongoing relationship with our clients has always been integral to our business, as we believe that it can add significant value to both individuals and businesses. Ongoing reviews are, of course, entirely optional.

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

During the initial free, no-obligation meeting, RetireInvest will access your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost.

Why choose RetireInvest?


Best advice

We are not tied to any high-street bank or building society.

Simplifying the process

We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.

Easy to understand

We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.

Relationships

You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.

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