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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Defined benefit
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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
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr 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
“Exceptional Service” – From the off Toby was the consummate professional. So friendly and helpful and not at any point pushy. He was exceptionally patient explaining everything (often several times) and incredibly responsive. I'm delighted with the outcome. I couldn't recommend them enough.
Alex, UK
After talking to a number of wealth management firms I decided to place my trust in Toby. I am delighted I put my trust in Toby because he brings value to the discussions we have. He has many contacts in order to solve specific issues and most importantly, for me at least, is he does what he says he will do.
Keith, UK/Spain
About us

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

Our mission is to provide a 7* service. The meaning of a 5* review has become obsolete; to achieve 5* it only requires getting from A to B with no issues.

We commit to our clients we will go above and beyond to provide them with a 7* service, helping them get excited about their finances. We are proud of our glowing, detailed and personalised reviews, which directly reflect the detailed and personalised approach we take to financial planning.

Our services

We specialise in:

- Retirement Planning

- Tax-efficient Portfolio Management

- Pension Transfers: DC and DB (Final Salary)

- 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)
£101,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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