eightfourtwo

Independent Financial Adviser  The Loom,, London, E1 8PY
First meeting at adviser's own cost
eightfourtwo is an agile and modern wealth management company. We build lifelong working relationships that flourish due to the trust that comes from a transparent approach and consistently successful outcomes.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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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
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Mr Derek Sumsion
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
ISO 22222- Personal Financial Planning
Ms Sinéad Costello
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
ISO 22222- Personal Financial Planning
Miss Rachel Goh
Relationship Manager

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Eve McLoughlin
Relationship Manager
Mr Mark Roughley
Technical Specialist

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Georgina Kerwin
Technical Analyst

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Matthew Bowen
Technical Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

About us

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 services

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.

Where to find us
Head office address: The Loom,, 14 Gower's Walk, London, E1 8PY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021

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