RetireInvest Limited

Financial Adviser (Restricted Whole of Market) 4 Finkin Street, Grantham, Lincolnshire, NG31 6QZ
First meeting at adviser's own cost
Response rating
9.8/10
FCA verified
17th June 2019
We offer professional, friendly, easy to understand, bespoke advice.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Steve Fowler
Where to find us

4 Finkin Street, Grantham, Lincolnshire, NG31 6QZ

Make an enquiry
About us

RetireInvest is based in Grantham, Lincolnshire, with our local adviser covering the Lincoln area. As an established company that provides clients with bespoke financial advice, we believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our clients’ specific circumstances and needs. What our clients expect of us is an objective, professional and efficient service that is delivered with a personal touch. We consider that the key is in creating a trusting relationship with our clients so that we can provide financial advice that is altogether individual.

Our services

We offer a wide range of services, including advice on investments, retirement, protection, inheritance planning and tax planning. Our focus is on both capital enhancement and capital protection.

We believe in providing a high quality service with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers that work together to achieve this.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The Financial Conduct Authority do not regulate Tax Planning, Inheritance Tax Planning & Trusts.

RetireInvest Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

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