Investment Sense

Independent Financial Adviser Investment Sense Ltd, 20 Fletcher Gate, Nottinghamshire, Nottingham, NG1 2FZ
First meeting at adviser's own cost
Response rating
9.1/10
FCA verified
15th July 2019
Pension specialists; from SIPPs to Final Salary pensions and advice when you reach retirement, we're independent and on your side.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Sarah Bray BSc(hons), Dip PFS
Independent Financial Adviser
Bev Stoves BA(Hons) Economics, Dip PFS
Independent Financial Adviser
What our clients say
“A potentially worrying situation made easy, painless and satisfactory. Many, many thanks to Bev.”
Judith, Nottingham
“I would like to thank Sarah for all of the work put into sorting and resolving my pension investments, which at times was not a simple procedure. From our very first meeting Sarah’s expertise was evident in her advice and knowledge of the Pensions market. Her well qualified and simply laid out options certainly helped to guide me through a potential minefield of pension plans to a successful resolution. Sarah has been a fantastic adviser and would recommend to anyone seeking sound and independent pensions advice.”
Brian, West Midlands
“It was good to get such better treatment after bad experience with previous adviser. My history and needs are quite complex so it was good to be treated so sensitively.”
Linda, Derbyshire
“A unique service which actually understood my needs for simplicity, clarity and a cash based solution. There are a lot of advisers out there but they focus on ticks and shares, not something that suited me. Investment Sense had the flexibility to meet my needs by using simple deposit accounts.”
John, Nottingham
Where to find us

Investment Sense Ltd, 20 Fletcher Gate, Nottinghamshire, Nottingham, NG1 2FZ

Make an enquiry
About us

Proudly based in Nottingham, our team of advisers have a wide range of backgrounds, experience, and skills; ensuring we can match your needs and the right adviser.

We work with three types of people:

1. Those who are close to retirement or who have already finished working. Helping them plan their finances effectively to ensure a financially comfortable and stress-free retirement

2. Business owners. Helping them to plan their finances leaving them free to do what they do best, build a successful business

3. Families. Helping you plan for your children's financial future, whilst ensuring you can still achieve your own financial goals

Our services

We'll let our clients answer this one:

“Your adviser made what I thought would be a complicated and drawn out process easy and quick. I would recommend your company to others.”

“Really efficient, informative, patient and friendly; really impressed.”

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Investment Sense Ltd is registered in England & Wales no. 07050481. Investment Sense Ltd is an Appointed Representative of the Sense Network FCA No. 465124, which is authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate Cash ISA’s, national savings, buy to let mortgages, tax planning and estate planning

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