RetireInvest Limited

Restricted - Whole of Market  4 Finkin Street, Lincolnshire, NG31 6QZ
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FCA authorised
Last authorised 29th March 2021
We offer professional, friendly, easy to understand, bespoke advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Steve Fowler
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

4 Finkin Street, Grantham, Lincolnshire, NG31 6QZ

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