Financial Relationships LLP

Independent Financial Adviser Annuity House,, 52 Forder Way Hampton, Hampton, Peterborough, Peterborough, PE7 8JB
FCA verified
10th September 2018
Specialising in holistic independent financial advice based on your priority order of need: Protection, Retirement, Investment, Savings & Mortgages
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
Meet our advisers
adviser-person
Alex Morris B.A. (Hons), Dip PFS HND, BA (Hons) & DipFS
CEO & Managing Partner
Where to find us

Annuity House,, 52 Forder Way Hampton, Hampton, Peterborough, Peterborough, PE7 8JB

About us

Financial Relationships LLP is a firm of financial advisers based in London, founded in 2008. Managing Partner, Alex Morris was one of the founding partners. We have many years of experience in providing advice to both individuals and companies on all aspects of their financial planning, through a long term approach based on fully understanding our clients’ needs, wants and aspirations and then prioritising their objectives.

Financial Relationships LLP is founded on making a compliant, ethical profit.

Our services

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we consistently find the most appropriate solution to meet our clients’ needs. We provide advice and help following a personal / business financial review which takes place at a convenient time and place. Usually a review will start with a very broad discussion of our client’s concerns and aspirations, before moving on to an in depth discussion and thorough analysis.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Our mission is to work with our clients, their families and friends to help them achieve their financial objectives in the most profitable, tax efficient and relevant way, taking into account their individual circumstances while offering the highest level of professionalism and service.

Similar advisers near you

Independent Financial Adviser 1.06 mi
Over 30 years experience, friendly, home visits offered in the evening if required.
 
Independent Financial Adviser 2.1 mi
Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - .
 
Independent Financial Adviser 2.1 mi
We specialise in Pensions and Financial Planning in later life.
 
Independent Financial Adviser 2.29 mi
making your future possible