Best To Invest Limited Chartered Financial Advisers

Independent Financial Adviser  Half Acre Cottage, Sutton, Peterborough, Cambs, LE15 9BZ
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FCA authorised
Last authorised 19th October 2020
We carefully consider your financial goals and aspirations and make relevant recommendations that are suitable.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
Meet our advisers
Richard Patey
Independent Financial Adviser
Simon Every
Director/ Independent Financial Adviser
About us

We are a "chartered financial advice" firm that cares for our clients and their families by providing specialist advice from highly skilled individuals.

Our Vision and Values

We continually search for better value and choice, and are agile enough to respond to opportunities quickly that lead to better client outcomes.

As a result, you will become better informed, confident and empowered to reach your own financial goals.

Our services

We look after our clients like they are members of our own family in terms of dealing with you in an ethical manner.

Each client has their own specific requirements, however we aim to provide portfolios and protections in place that provide a stable foundation to their life situation.

We are different in terms of how we deal with our clients, that why we aim to provide just enough diversification with uncorrelated assets, that clients have downside protections in place just in we go through economic hard times.

Our plans are robust and predicable.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Half Acre Cottage, 6 Nene Way, Glaston, Sutton, Peterborough, Cambs, LE15 9BZ

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