eightfourtwo

eightfourtwo is independently owned and always unbiased with our recommendations. With no external parent company, public shareholders or hidden conflicts of interest, we are owned by our employees.

Directly authorised by the Financial Conduct Authority, we are independent in this sense and not part of a network offering a restricted service. We have access to the whole market, as will you.

Our expertise spans holistic financial planning for individuals, families and businesses, with a specialism in estate and succession planning.

To ensure we provide the best investment solutions for your financial planning needs, we work closely with carefully selected investment managers.

To help reassure you that we are the right choice for you, we hold the highest level of accreditation available in the UK. Our financial planners are qualified to ISO 22222; the only voluntary International Standard available. What's more, we were the first financial services firm in the UK to achieve both British Standards available for our industry: BS 8577 and BS 8453. Like any good financial planning firm, we also hold Chartered Status.

Our expertise covers protection, retirement, savings and investment, and estate/succession planning. We also offer employee benefits services, including workplace pensions.

We specialise in estate and succession planning which means we can provide Wills, Lasting Powers of Attorney, Trusts and Family Investment Companies.

We are in the rare position to be able to offer our Members access to our Trust Corporation which is a full member of The Association of Corporate Trustees. This means we can act as an Executor, Attorney, Trustee, Protector and Corporate Director.

Compared with the average wealth management company, we dedicate considerably more time to our Members. It’s not that we work harder (even though we like to think we do), just that each of our financial planners aim to have approximately half the number of individuals to look after, which makes it easier for them to go the extra mile.