I have over 30 years experience within regulated Financial Services.
RetireInvest Limited is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority.
RetireInvest Limited is Registered in England and Wales, No: 09916200.
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4 customer reviews
Geraint
Financial Advisors
Recommended. Extremely knowledgeable and highly qualified
Enrico Garofalo
Had a fantastic interim discussion with Keith who is highly experienced and knowledgeable he set me down the right path to start looking at my financial circumstances and i have every confidence in him to help me make the right choice, i am looking forward to progressing this further with him i know i have made the right choice going through bark and meeting Keith.
Don
Financial Advisors
Very helpful and informative. Very knowledgeable. Trustworthy. First time I've been able to find an IFA I feel comfortable with. So glad you put me on to him.
Reply from RetireInvest Limited
Dear Don, thank you very much for your kind words. It is my absolute focus to do the very best for you and Sherrie, now and in the future. Kind regards and see you again soon. Keith
Peter
Mortgage Advice
Keith contacted me about my mortgage needs I was impressed with his knowledge in the time we talked over the phone he pointed out many thing I was unaware of we decided it was to early at the moment to start sorting out the mortage but I will be staying with Keith and for future advise on financial matters Keith is very confident he can get us the best deal and I have every faith in him
Reply from RetireInvest Limited
Dear Peter, thank you very much for what you placed on Bark. I really appreciate your feedback. I very much look forward to seeing you in January. Kind regards - Keith
What do you love most about your job?
Building long term client relationship, by providing high quality financial advice.
What inspired you to start your own business?
My passion for providing high quality financial advice and building long term client relationships.
Why should our clients choose you?
My focus is to build long term client relationships.
Financial Advice
* Investment Advice
* Pension Advice
* Estate Planning, Inheritance Tax (IHT) mitigation planning.
