Independently East Ltd

Independent Financial Adviser  52 Robin Hood Lane, London, SW15 3PX
First meeting at adviser's own cost
Fully independent and confidential financial advice. We can save you thousands on old style plans
We can advise you on
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Auto enrolment
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Pension consolidation
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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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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EEA
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Commercial mortgages
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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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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Steven East

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
I wanted to meet a firm that could help explain and arrange a set of lump sum investments and to look at my current plans and retirement options in the future. Very happy with this firm.
Stuart, Lump sum
I wanted to know and be secure that my financial future and every chance of hitting the targets that I wanted to achieve and to understand the pitfalls going forward like taxes and IHT.
Martin, Pension futures
We are very happy with the overall and inclusive financial device as given to both the Directors and employees of our growing firm. We now have an action plan going forward and my business partner and I have protection against any uncertainty going forward.
Chris, Company financial advice
After a very professional meeting I came away with a better understanding of both my current NI pension situation and I now have a value going forward so we can make plans. Our separate retirement policies are now back on track and we now have a better understanding of all of the terms and charges coming out of our many plans. We have rearranged lower charges and a slightly higher risk profile as we were mistakenly in a “cash” fund for 4 years. So we saw no growth. Highly recommended firm
Mr Khan, London
I was concerned that I was not getting best value on my existing policies and they were over 15 years old since inception. I have now had a chance to both understand and to review the plans. I am happy with the sudden progress and mitigation of future IHT taxes going forward.
Mrs P, Investments and retirement planning
We were so glad to be able to sit and speak to a real person and to understand our financial situation with current taxes / investments and obvious inheritance tax problems. We have now set up savings for both our children so they might be able to afford a flat in the future with our help. Both our own retirement plans have been adjusted for a fairly fee structure and a wider choice of funds for growth.
Mr & Mrs P, Putney
Mr East helped me re arrange both my Will and IHT potential tax issues. I am relieved to now understand the IHT rules and to see where spousal exemption can help me and our estate going forward. I am glad to have made that call and set up a meeting.
Ron, IHT planning
I was worried about my retirement options and current planning. With the monies saved I have been able to afford to contribute more and so increase my fund values. The growth has increased within the first 6 months. I will need further advice too - highly recommended.
Valerie, Chiswick
A very professional motivational talk followed by a financial discussion to explain all the options to both new and current employees. We have booked his for a second session.
Housing Assoc, London
My daughter and I have a portfolio after the sad death of my husband. Mr East assisted us in sorting everything and now we fully understand what we have and where we are going - forward with both growth and security on the plans and the whole estate values. We are very grateful. I would highly recommend him to all my contacts.
Sally, Guildford Surrey
As a small business owner, I wanted to look after my staff with a retirement plan and I wanted to ensure that my own affairs were in the best shape going forward. I now have reduced charges and fees being deducted and better growth on my older plans and I now actually understand them ! Highly confident on his advice.
Mr Selves, W4 - London
With the assistance of Mr East and his team, I now have both a better investment portfolio action plan and less charges. The growth has increased and I have better understood the fund choices and risks going forward. I did not realise what I was missing out on all of these years as I was just too busy to really look and discover. I enjoy our meetings - I have referred my work contacts to him too.
Mr BESTER, SW - London
Mr East explained why my bank and provider charges were taking over £6,000 each year out of my plans and we have swapped it to less than £2k per year. I wish I had met him a few years ago - highly recommended.
John W, London- SW
Mr East discovered that I was paying over 6% per year in fees for some of my bank products. His was simply swapped to a less than 2% fee. I am now very happy but disappointed with paying over the odds to 3 banks for over 5 years. It has cost me a lot of monies.
Andrew, Surrey
I have managed to get my credit rating improved and now I am on target to saving towards my own property. I have started a pension too with his firm. I am very happy with his advice.
Joshua W, London
Steven helped me above and beyond with my divorce and the financial and child matters. He really explain each stage and I would have been lost without his assistance. He did not charge me enough for his time and efforts and I will always be entirely grateful. He found all sorts of discrepancies in the otherside submissions which boosted my case.
Mrs Alison, London
About us

We are proud to offer simple solutions to many individual
or complicated financial concerns.
Being independent since 1996 we are adaptable to many
changes in the tax laws and
looking for growth in investment funds.
Let us help you choose your own retirement date.

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Our services

Invrstnent
Pension
Retirement planning
Life cover
IHT - tax planning

Where to find us
Head office address: 52 Robin Hood Lane, London, London, SW15 3PX
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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