Touchstone Investment Advisers Ltd

Independent Financial Adviser Touchstone Investment Advisers, Portland House, Bressenden Place, London, SW1E 5RS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
Our specialisms are pensions, investments and life insurance.
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Estate planning
    • EEA
    • Rest of world
Meet our advisers
Zachary Evans
Director and Financial Adviser
Felicity Rice
Managing Director and Financial Adviser
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
Where to find us

Touchstone Investment Advisers, Portland House, Bressenden Place, London, SW1E 5RS

Make an enquiry
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.

Advice methods
  • phoneButton
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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