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Definitive Guide to Retirement Income

Who We Are

In 1987, we started helping people take the first step into their financial future. And while we acted as an intermediary for over 120,000 customers and hundreds of millions of pounds worth of investment.

We give you all the help and tools you need to help you shape your own financial future. And if you need to talk, there is no frustrating automated system.

Why Choose Retirebay

Transparent Fees

RetireBay use a simple and transparent fee structure that aligns our interests with your interests. The competitive annual fee is based on the size of your portfolio, without multiple product or model fees, as with many brokers and banks.

Results

RetireBay focuses on long-term results. You get a personalized portfolio recommendation based on your investment goals and time horizon, and advice on portfolio pickings that meet your financial goals.

Regular Communication

As part of its core wealth management business, RetireBay is committed to keeping customers informed of their investments. You will be kept up to date with regular verbal communication and written market commentary.

Our Services

Independence

RetireBay is an investment manager, not a stockbroker or bank whose goal is to avoid conflicts of interest by being completely independent of all other institutions and holding no client assets.

Global Investing

RetireBay aims to maximize opportunities and manage risk through global investment. Global investment can help you seize the opportunities worldwide that many miss.

Flexible Investment

Unlike some asset managers, banks and funds, which focus on narrow market categories that can move up and down, RetireBay can adjust its investment strategy according to its forward-looking assessment of market conditions.

How Our Process Works

1. Analyzing Your Needs

Successful long-term wealth management requires building a portfolio that fits your unique financial situationand goals. RetireBay will take time to learn about you and your investment objectives to help you build a portfolio that increases the likelihood of achieving your goals.

2. Determining Your Goals and Asset Allocation

Your asset allocation - the mix of stocks, bonds, cash and other securities in your portfolio is an integral part of the long-term return on your portfolio and should be closely linked to your investment objectives.

3. Start Investing

Once you have decided to become a customer, the process of account creation and transfer is quick and easy. An experienced representative from Fisher Investments UK will guide you through.

4. Communications and Reporting

As a customer, you will be assigned a dedicated Investment Adviser who will be responsible for informing you about your portfolio and why. It is important that this person is a service person and does not sell you any products or services. The sole responsibility of your investment advisor is to keep you informed about the management of your portfolio.

Investing in financial markets carries the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees future performance nor does it give a reliable statement. The value of the investments and the income from them will fluctuate with world financial markets and international exchange rates.

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