Retireinvest Limited

RetireInvest Limited is based in Grantham, Lincolnshire, primarily covering the Lincolnshire area but with a national client base. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their money. Our success has been based on principles of integrity, professionalism, a creative approach to financial planning and a belief in a bespoke client service. What do we do? We offer a wide range of services, including advice on investments, retirement, protection, inheritance planning and tax planning, including all types of pension schemes and employee benefits. 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. Advice on employee benefits is not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for this aspect of our business. The Financial Conduct Authority does not regulate advice on employee benefits. How do we do it? The objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this, we follow the process set out below, which is broken down into six stages: 1. Initial consultation 2. Fact finding 3. Research 4. Report of recommendations 5. Implementation: arranging products and related actions 6. Ongoing review (Optional Service)

Address: 4 Finkin Street, Grantham, NG31 6QZ, UK

Phone: +44 800 028 4040
FAX: