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Touchstone Investment Advisers Ltd

Independent Financial Adviser  Touchstone Investment Advisers, London, SE1 7TL
First meeting at adviser's own cost
We are a team of highly qualified financial advisers with extensive experience working with clients all over the UK seeking to maximize their pensions and investments.
We can advise you on
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Defined benefit
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Pension consolidation
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Pension drawdown
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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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Unit trusts
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Lump sum
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Regular savings
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Life insurance
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Rest of world
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Corporate pension
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Response rating
9.2/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Zachary Evans
Director and Financial Adviser

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.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

MISS Felicity Rice
Managing Director and Financial Adviser

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

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
Having reached the age of 47 years, I felt it was long over due to take a look at the performance and value of my pensions. My career to date had been transitional, so I had a number of ‘paid up’ pensions and a ‘final salary’ pension that I wanted to review. I needed to understand a) the value of these pensions, b) what growth if any they had achieved, c) what sort of management fees I was paying and d) how can I get the best return on these pensions with minimal risk. I was put in touch with Zachary Evans at Touchstone Investment Advisers, which began a very impressive and financially rewarding journey for me. Due to all the warnings and poor press over pension scams, I was naturally hesitant at the beginning but Zachary was professional and understanding, making sure I fully understood what my options were prior to making any informed decisions. Indeed, Zachary would take time out of his schedule to travel to my home and business to make sure everything was crystal clear to me before signing any papers. My pensions are now all managed via a SIPP and have exceeded expectations given the current financial climate. Not only have my pensions collectively performed better in a few months than over the past few years, I am now only paying one management fee. If you are considering pulling all your pensions together to create a nest egg for your future, I would highly recommend the professional standards and financial acumen of Zachary and his team.
Adam W, Bournemouth
About us

Full service financial planning firm working with a wide variety of individuals. Whether you are starting out on your financial journey, or would like assistance managing existing pensions or investments, we can help.

Our services

We work well with people looking to consolidate old pension assets and consider their pension and investment options.

Where to find us
Head office address: Touchstone Investment Advisers, 36-37 Albert Embankment, Bressenden Place, London, SW1E 5RS
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

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