The Route

Independent Financial Adviser  1st Floor, 21 Godliman Street, London, EC4V 5BD
First meeting at adviser's own cost
The Route – Future provides independent and considered financial and investment planning based on your aims and objectives. Our aim is to help grow and preserve your wealth through class-leading investment solutions.
We can advise you on
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Annuity purchase
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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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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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Socially responsible 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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Critical illness
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Income protection insurance
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Life 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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Corporate pension
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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
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Gareth Pulman
Financial Planner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

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

This examination assesses a knowledge and understanding of financial protection plans.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

What our clients say
Since day one, my goals, ambitions, worries and concerns have been at the front and centre of everything The Route has done for me.
Mark, Hertfordshire
The personal touch and hands-on approach is second to none.
Ryan, London
My favourite part of being a Member is the impartial advice and help, with my own finances and finance in general. I am confident knowing my family are in good hands.
Paul, Dorset
About us

Many financial planners claim to be the best. Yet we believe that the proof of this lies in both the process and the results delivered by the business.

When you join The Route, the financial planning process starts with you and your family. We take the time to understand your individual goals and needs, preparing a financial plan that sets you up for success. We engage with you throughout the process to produce a plan that meets your needs and is achievable.

The Route offers a truly independent approach to financial planning, selecting from across the full range of financial planning solutions to identify those most suitable for you.

Working with us, you can expect 100% service availability - rather than ad hoc - as well as complete transparency with regards to fees. We also commit to reporting via regular servicing meetings and access to our online Member Portal.

Our processes are digitally enabled, allowing us to ensure advice is provided in a prompt and efficient manner with meetings held both in person and virtually.

Our services

We take the time to understand your unique circumstances and your life goals. We then apply the latest financial planning techniques before making our recommendations.

Your journey with The Route will start with an initial, no-commitment consultation with one of our team. Once you are satisfied that we will add value to your financial plans, you will establish a relationship with The Route that will encompass the initial planning process and lead to an ongoing and enduring relationship between us.

During our initial discussions, we will explore the full range of financial planning solutions, ranging from tax-efficient investments, pension reviews and retirement planning and advice on estate planning and leaving a legacy. During our conversations we will explore which of these are most appropriate for your own circumstances,

Because we are independent we can access solutions from providers across the whole market, securing the best pricing and service levels for you.

Where to find us
Head office address: 1st Floor, 21 Godliman Street, London, EC4V 5BD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£501,000
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
7.0/10
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FCA authorised
Last authorised 15th August 2022

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