The Arlo Group

Independent Financial Adviser  48 Warwick Street, London, W1B 5NL
First meeting at adviser's own cost
Independent, client-focused financial advice. Friendly, professional and trusted.
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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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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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
Response rating
9.3/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Toby Band
Head of Global Advice

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

What our clients say
I am extremely happy with the reviews and choices that we have made under the guidance of Toby, the regular reviews are excellent, bring ideas and options to the table. I feel very comfortable that our investments are in the right place and going in the right direction.
Tony, UK/Ireland
The whole process was clearly explained from the early beginnings; flawless execution and excellent support received from Toby Band: quick response, professionalism and always in touch and ready to answer to my enquiries. Highly recommended!
Octavian, UK
About us

Based in London, Yorkshire, Torquay and Internationally, we are an independent firm with client outcome at the forefront of our ethos.

The Arlo Group has consistently strived to build and develop upon a watertight reputation for excellence and an unmatched level of service. The result is an impressive assembly of some of the best financial expertise available today. Although The Arlo Group has grown, our core values remain the same.

As an independent firm, our advice will be unbiased, on merit of the products and importantly, tailored to you.

Our services

We specialise in:

- Retirement Planning

- Tax-efficient Portfolio Management

- Pension Transfers

- UK & European Financial Planning

- US Citizen Financial Planning

- Taxation for UK and non-UK residents

Where to find us
Head office address: 48 Warwick Street, London, W1B 5NL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 19th October 2020

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