Response rating
10/10
FCA verified
18th September 2017

Altero Financial Services Limited

Independent Financial Adviser 121 Boundary House, Cricketfield Road, Uxbridge, Middlesex, UB8 1QG
First meeting at adviser's own cost
We listen to your needs to enable us to offer you clear, no-jargon advice on the most appropriate financial services.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Susan Tague DIP(PFS)
I F A / Director
Accreditations
ISO 22222- Personal Financial Planning
What our clients say
Dear Susan, Thank you so much for setting up my annuity at such a favourable rate. You speeded up the process and managed to set up my pension in time to overcome the new legislation that was threatening to reduce my return. Much appreciated.
V. Rigby, Surbiton
Susan, Many thanks for your pension and investment advice. Having worked in Financial Services Compliance for over 20 years I could not help be impressed by your professionalism and the care taken to recommend strategies to meet both my current and future financial needs.
HG, Middlesex
Where to find us
About us

We specialise in helping high net worth individuals and companies control their taxes.
We can preserve your income in retirement by limiting the fall in value of a pension plan as far as your income in retirement is concerned.

We create individual portfolios for our clients and monitor them on a regular basis - you can become as involved or uninvolved in that process as you choose.
Long term care and protection is another speciality. You are treated as an individual and will receive personal attention at all times.

Our services

YOU are the focus of our business: You, your life, your family, your future.
So it all starts with listening. We listen to your needs, your hopes your dreams to enable us to offer you clear, no-jargon advice on the most appropriate financial services.
At Altero, we
- employ staff who aspire towards professionalism and a high level of qualifications
- communicate in plain English, avoiding jargon wherever possible
- treat your personal information with respect, privacy and confidentiality.
- favour an open approach and transparency in our dealings with you at all times

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Altero Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3466101.

Altero Financial Services Limited (Firm Reference No. 775276) is an Appointed Representative of Attivo Financial Services Limited (Company No. 05927588) which is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 462105).

The FCA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.

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