Retireinvest

What Retireinvest does

RetireInvest Limited is a privately-held UK financial advisory firm headquartered in Grantham, Lincolnshire, with an additional office in London and a presence in multiple other UK locations. The company delivers holistic financial planning services covering retirement planning, pensions, investments, Inheritance Tax planning, estate planning, mortgage advice, and protection (life insurance, income protection, critical illness cover, long-term care). It serves individual retail clients across the East Midlands, London, and the broader UK, with no enterprise or institutional segment disclosed.

The firm's technology stack is built on a partnership with Quilter Financial Services Limited (FTSE 250-listed, ~£1.4bn market value), under which RetireInvest operates as an appointed representative and Regional Hub. Client portfolios are executed and managed through Quilter's multi-award-winning investment platform, which provides investment choice, research, due diligence, and regulatory governance. RetireInvest augments this with a set of six online financial calculators (retirement income, compound interest, regular savings, school fees, mortgage borrowing, mortgage house price) that serve as lead-generation tools. The firm has no proprietary technology development, no APIs, and no disclosed AI/ML capabilities.

RetireInvest generates revenue through professional advisory fees on a quote-based model, with no publicly disclosed pricing. Its go-to-market is sales-led and relationship-driven, combining direct face-to-face adviser engagement with referrals from professional partners (accountants, solicitors, estate agencies) and organic client referrals. The firm employs 11-50 staff, including approximately 10 named advisers, paraplanners, and administrators, and is led by Managing Director Rob Everett with James Todd as Operations Director. Industry recognition includes consecutive listings on FT Adviser's Top 100 Financial Advisers (2025) and shortlistings for two categories at the VouchedFor Client Experience Awards 2026.

Name

Retireinvest

Legal name

RetireInvest Limited

Website

https://retireinvest.co.uk

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

RetireInvest Limited is a privately-held UK financial advisory firm providing holistic financial planning — pensions, investments, retirement, tax, estate, mortgage, and protection advice — to individual retail clients. Operating as a Quilter Partner and Regional Hub, the firm delivers advice through dedicated advisers across the East Midlands, London, and the broader UK.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAD

Retirement & Pension Planning (401(k)/IRA)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEABAD

Retirement Income Planning & Decumulation Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAEABAF

Retirement Plan Participant Advice & Managed Accounts

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEABAH

Annuity & Insurance-Based Retirement Solutions Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Financial advisory services
• Retirement planning
• Pension advice
• Investment management
• Estate planning

Headquarters

HQ city

Grantham

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Advisory Fees: RetireInvest generates revenue through financial advisory and planning fees for services including retirement planning, pensions, investment advice, tax planning, estate planning, mortgages, and protection. As an appointed representative of Quilter Financial Services Limited, fees are likely charged for holistic financial advice delivered through dedicated advisers.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

RetireInvest provides holistic, personalised financial advice to individual clients through dedicated financial advisers, covering retirement planning, pensions, investments, Inheritance Tax and estate planning, mortgage advice, and protection (life insurance, income protection, critical illness cover, long-term care). Advice is delivered via face-to-face and direct engagement supported by Quilter's investment platform for portfolio execution and management, with offices in Grantham and London serving clients across the UK.

Product overview

RetireInvest is a financial advisory firm offering a unified suite of financial planning services through a Quilter Partner arrangement. The core offering is holistic financial advisory services covering retirement planning, pensions, investments, tax planning (Inheritance Tax), estate planning, mortgage advice, and protection planning. The firm also provides a suite of online financial calculators (Retirement Income Calculator, Investment Compound Interest Calculator, Investment Regular Savings Calculator, Investment School Fees Calculator, Mortgage Borrowing Calculator, and Mortgage House Price Calculator) available to clients and prospects. Underpinning the advisory services is the Quilter investment platform, an award-winning multi-platform solution that manages client portfolios.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Financial Advisory Services Holistic, personalised financial advice for individual clients covering retirement planning, pensions, investment advice, tax planning (including Inheritance Tax), estate planning, mortgage advice, protection (life insurance, income protection, critical illness cover), and long-term care advice. Delivered through dedicated financial advisers supported by Quilter's investment platform and an experienced client services team.
• Professional Partner Referral Programme Partnership programme for accountants, solicitors and estate agencies to refer clients in need of financial planning, pension, investment, estate planning or protection advice to RetireInvest's advisers.

Quantifiable outcome

• RetireInvest has been shortlisted for both Client Trust 2026 and Client Impact 2026 categories at the VouchedFor Client Experience Awards 2026, based on verified client feedback

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Quilter Financial Services LimitedcoreStrategic or Co-development PartnerRetireInvest is a Quilter Partner and Regional Hub, backed by Quilter Financial Services Limited — one of the UK's largest and most respected financial planning firms, listed on the London Stock Exchange with a market value of £1.4bn (FTSE 250). The partnership provides RetireInvest with Quilter's multi-award-winning investment platform, funds, research, due diligence, and advice governance. RetireInvest acts as an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the FCA (reference 440703 and 440718).

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• St. James's Place: St. James's Place is one of the UK's largest wealth management networks with a partner-adviser model. Several RetireInvest advisers previously worked at SJP (e.g., Paul Boutle). SJP is directly comparable as a comparable UK IFA network targeting retirement and wealth planning for mass-affluent clients.
• Quilter Financial Services: Quilter is the parent/partner firm and a FTSE 250 UK wealth manager with £119.4bn AUMA. RetireInvest operates as an appointed representative under Quilter's regulatory and platform umbrella, making it directly comparable in advisory proposition though at much smaller scale and through a partner-only delivery model.
• Sanlam UK: Sanlam UK is a wealth management firm offering financial planning, investment management, and retirement advice through adviser partnerships across the UK. It competes with RetireInvest for retirement and pension planning clients with a comparable holistic advice model.
• Rathbones Group: Rathbones is a FTSE-listed UK wealth manager offering investment management, financial planning, and tax/estate advisory. It serves individuals approaching and in retirement with personalised advice, directly comparable to RetireInvest's holistic advisory proposition.
• Brewin Dolphin (now RBC Brewin Dolphin): Brewin Dolphin is a UK wealth manager providing investment management and financial planning for individuals, charities, and intermediaries. It is comparable to RetireInvest in serving retirement-planning clients with discretionary and advisory investment services, though at substantially larger scale.
• Hargreaves Lansdown: Hargreaves Lansdown is the UK's largest direct-to-consumer investment platform with a growing advised service. It is comparable to RetireInvest in targeting pension consolidation, investment, and retirement income planning, though it primarily serves self-directed investors rather than fully advised clients.
• Tilney (Evelyn Partners): Tilney / Evelyn Partners is a major UK wealth manager and IFA offering holistic financial planning, investment management, and tax/estate advisory to individuals across the UK. It competes for the same high-net-worth and mass-affluent retirement-planning client base that RetireInvest targets.

Direct peers

• London & Capital: London & Capital is a UK wealth manager providing bespoke financial planning, investment management, and tax/estate advisory to high-net-worth individuals. It is comparable to RetireInvest in offering personalised, adviser-led retirement and wealth planning though with a higher net-worth client focus.
• Chase de Vere: Chase de Vere is a UK national IFA providing independent financial advice across pensions, investments, tax, and estate planning to individuals. It is the closest scale and proposition comparable to RetireInvest, serving the same mass-affluent retirement-planning segment with face-to-face advice.

Emerging players

• Interactive Investor: Interactive Investor is the UK's second-largest investment platform, offering pensions, ISAs, and funds with a flat-fee model that competes with advised services for retirement savers. It represents the emerging low-cost, tech-enabled alternative RetireInvest's more traditional advised model must compete against.

Market position

Strengths5 records

Weaknesses5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/invest_retire
• LinkedInlinkedin.com/company/retireinvest-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Retireinvest