Local Wealth Management Firm Shortlisted for Two Prestigious National Awards
Added by Love Business East Midlands | 30 April 2026
RetireInvest, a financial planning firm based in Grantham with clients across the UK, has been shortlisted for two prestigious national awards at the VouchedFor Client Experience Awards 2026.
The firm has been recognised in both the Client Trust 2026 and Client Impact 2026 categories, reflecting the strength of its client relationships and the positive impact of its financial advice.
RetireInvest provides tailored financial planning services to individuals and families both locally and nationwide. Its services include retirement planning, pensions, investment advice, tax planning and estate planning. The firm’s approach focuses on delivering clear, personalised advice designed to give clients confidence in their financial futures.
While firmly rooted in Grantham, RetireInvest supports clients across the UK, combining technical expertise with a highly personal service.
Recognition for Client Experience
Being shortlisted in both the Client Trust and Client Impact categories highlights the firm’s commitment to client outcomes.
The Client Trust category recognises firms that consistently build strong, transparent and reliable relationships with their clients, while the Client Impact category celebrates advisers who make a meaningful difference to clients’ lives.
Importantly, these nominations are based entirely on verified client feedback, underlining the trust clients place in RetireInvest and the value they derive from its advice.
About VouchedFor
VouchedFor is the UK’s leading platform for verified financial adviser reviews, helping individuals find trusted professionals through genuine client feedback.
The Client Experience Awards are particularly significant within the financial services sector as they are driven by real client reviews rather than judging panels, making them one of the most authentic and respected indicators of client satisfaction.
A Proud Moment for the Team
Being shortlisted in two categories marks a significant achievement for the firm and reflects its ongoing commitment to delivering a high standard of service.
Commenting on the shortlisting, Rob Everett, Managing Director of RetireInvest, said,
“We are incredibly proud to be shortlisted for both Client Trust and Client Impact. These awards are especially meaningful because they are based on feedback from our clients. It reinforces our belief that building strong relationships and delivering genuinely valuable advice makes a real difference.”
