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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022
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
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.1 mi
"The single biggest difference between financial success and financial failure is how well you manage your money" Let's talk
 
Independent Financial Adviser 0.11 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.24 mi
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
 
Independent Financial Adviser 0.3 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.