FinancialAdvice.net

Independent Financial Adviser  18 Regents Court, Kingston upon thames, Greater london, KT2 5AG
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FCA authorised
Last authorised 17th February 2020
Family Firm & Winner: IFA of the Year, Online IFA of the Year, Pension IFA of the Year.
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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Bad credit
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Building your 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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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Socially responsible investments
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Traded endowment policies
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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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Payment protection 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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EEA
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Rest of world
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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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Group risk
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Long term care
Meet our advisers
Joanne Roberts APFS
Chartered Financial Planner
Ashley Clark ACII FPFS
Chartered Financial Planner
About us

Big is not beautiful, look at the failed banks. Small, professional, fee only, nil commission, husband/wife firm of Chartered Financial Planners. 50 years combined experience that specialise in a very personal service to get you the lowest charges on investments and save tax so that you keep more of your money. We listen, we analyse and offer affordable solutions to meet all budgets that will transform your perception of your money. 30+ National Awards at the FT Financial Adviser Life & Pensions Awards despite being a small fish in a big bond evidence our expertise.

Our services

Your money is a private matter, very personal to you and very personal to us. We are a family firm and consumers just like you that get the same junk mail, spam texts and calls that you do. We treat people the way we want to be treated ourselves: We don’t spam, we don’t have pushy salespeople, we treat you fairly, talk plainly, honestly and with transparent fixed fees quoted in writing before any work starts. You control what happens and when. It is your money after all.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

18 Regents Court, Sopwith Way, Kingston Upon Thames, Surrey, KT2 5AG

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