RETIREINVEST Information

With offices in Grantham and London and a presence in Harrogate, Lincoln, Newark, Newcastle and Retford, RetireInvest offers specialist wealth, investment, inheritance tax, mortgage, protection planning and long-term care advice to individuals and businesses across the UK. Our team of friendly, approachable professional financial advisers have decades of experience in a wide range of financial planning matters. Within our business, many of our advisers are working towards Chartered Associate status. We are a strategic partner of the Quilter Financial Planning Network, part of the award-winning Quilter plc. Because our advisers work within the strict guidelines laid down by Quilter, our clients can rest assured that our advice is guaranteed by one of the country’s most reputed firms. Every investment we make is overseen by Quilter’s Investment Oversight Committee (IOC) and Management Investment Group (MIG), ensuring all recommendations are suitable for our clients. The MIG also works closely with independent investment analysts MorningStar and Square Mile, ensuring all investment solutions are robustly vetted. Most importantly, you’ll never be ‘just another client’ with RetireInvest. In fact, we ensure that our clients not only have access to their own dedicated financial adviser, but also the support of an experienced client relationship team, ensuring you’re always in the loop. Your adviser will get to know you, your hopes and financial goals and aspirations, and tailor their advice closely to your individual needs. 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 under reference 440703 and 440718. Estate Planning, Inheritance Tax and Taxation Advice are not regulated by the Financial Conduct Authority.