RetireInvest Limited

Restricted - Whole of Market  4 Finkin Street, Lincolnshire, NG31 6QZ
First meeting at adviser's own cost
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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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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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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Estate planning
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Corporate pension
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Group Protection/Life Insurance
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Jake Millar
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
' Great personal service. ' Great service. I needed to cash my pensions in to purchase my home. Other Financial Advisers would not help. Particular thanks to Mr John Hinson, who transferred my fund from Royal London to Aegon, and helped me get the lump sum that I needed.
William, Sunderland
About us

RetireInvest is based in Grantham, Lincolnshire, with a local adviser based in Nottinghamshire and Lincolnshire. 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.

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.

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.

Where to find us
Head office address: 4 Finkin Street, Grantham, Lincolnshire, NG31 6QZ
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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