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Obtain expert independent financial advice from an award winning Financial Advisor covering ISAs, Pensions, Offshore investments, PEP & PEP transfers, TESSAs, High income bonds, Guaranteed income bonds, Investment trusts, VCT, EIS, Film Partnerships, Endowments, Capital gains tax and Inheritance tax planning. Call 01225 428444, click on the call me button below or use the menus to access the enquiry centre.
Important: Looking for a quote online or to buy online? You can usually get a better deal using our free broker service. They have access to the latest offers and are waiting to get you the best prices. Complete an enquiry form or pick up the telephone and a broker will do the rest. It's Free to you!
Financial Advisor
Let an expert Financial Advisor assist you to maximise your investment returns. If you know what you are looking for the links below or the menus to the left will guide you to in depth online financial advice and simple online transaction capabilities:
Life Insurance & Protection Income Bonds Investment Funds
ISAs PEPs & TESSAs Pensions Tax Planning
Special Offer Centre
Why use a Financial Advisor?
The field of financial services can be complicated and a Financial Advisor is trained to give objective independent advice and acts on your behalf not the product providers.
A Financial Advisor can access the best deals in the UK market.
A Financial Advisor often has access to advice and products that you can not buy directly from the product providers.
You often find that advice and investment products sourced through Financial Advisors are cheaper than those acquired from the life companies. Some UK providers prefer to sell products though Financial Advisors in order to reduce administration costs. These savings mean that they can offer Financial Advisors special deals which they can pass on to you.
There are literally thousands of investment and tax planning products to choose from in the UK. A Financial Advisor can quickly assess your requirements, narrow down your search and save you time.
Financial products can often seem complex and can be littered with small print. A Financial Advisor can highlight issues and explain the details to ensure that you are comfortable with your investment decision.
The UK financial services market is filled with jargon. A Financial Advisor works with this jargon on a daily basis and can help you to understand what it means.
The UK financial services market is complex. A Financial Advisor can simplify it for you.
A few pointers to assist you in selecting a Financial Advisor
Check that the Financial Advisor is registered with the Financial Services authority (FSA). Astute Financial Advisors are all FSA registered.
The FSA is a regulatory authority that polices the financial services industry in the UK and prescribes standards for a Financial Advisor to deal with you fairly and requires certain minimum information to be provided to you so that you can choose and maintain investment product.
You can find out if a Financial Advisor is registered with the FSA by going to the FSA website.
Understand the Financial Advisors fee arrangements. If they charge you a fee, ask if it will reduce if commission is received by the Financial Advisor from the product providers or if the commission will be returned to you.
Satisfy yourself that the Financial Advisor has understood your circumstances. Be sure to complete any questionnaires honestly and thoroughly.
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