Why Us

We’ll never just sell you a product. We’ll produce a financial-plan to deliver your goals and secure your financial future

We listen to the needs of our clients and help them make fully informed decisions

We have years of experience, which we use when solving our clients’ financial problems

In simple terms, we do two things: Understand your life goals, then put together a great financial plan to deliver them

We show our clients how much money they need in retirement, to maintain their chosen lifestyle for the rest of their lives

We make financial planning as simple and efficient as possible

About Us

Stage 1

Actually, it’s about YOU

At The Financial Advice Company, we have a clear vision of what financial planning should look like. Unlike most financial advisers we do not purely focus on financial products and investment returns. Everything we do is about YOU and your life. We understand that your money is simply the tool to enable you to live the life you want.

Stage 2

Getting to know YOU

We are always prepared to listen and discuss your requirements in depth. By taking the time to really get to know YOU we can make sure that we fully understand what’s important to you. We can then help you to fully understand the financial choices you make and build your plan for a secure financial future.

Stage 3

We are here for YOU

We meet with you regularly to keep up to date with your current position and make sure your financial plan stays on track. Just like life, your financial plan is not static; if your needs change we will review your financial plan to make sure that it continues to work for you both now and in the future. We are always happy to hear from you and to answer any questions or queries.

Latest News

Key steps to maximise your allowances before the end of the tax year

The tax year will be coming to an end on 5th April. With that deadline in mind,... 8th January 2020

New year, new decade, new approach to your finances?

You may have already made some New Year’s resolutions regarding healthy... 8th January 2020

What our customers say

I've been investing with the company for over 10 years and am very happy... The team is professional, friendly and takes time to ensure I understand the risks and benefits associated with the various offerings.

I am very happy to endorse the company as they have not only given me very sound advice, helped to save me money but also helped me to grow my investments.

Ben is always extremely courteous and professional taking the time to listen to my changing financial needs. The advice he gives has always been reassuring and has helped me enable my financial plans with my needs always at the forefront. I would highly recommend Ben and his team to provide a true client centred and professional service.

Professional, personal and a friendly service… Prepared to listen and discuss my requirements in depth…. I can highly recommend all the team at The Financial Advice Company, for looking after my interests for my future and for my family’s future.

The tool used to demonstrate different financial scenarios is fabulous to help plan my future savings and more importantly my future spending!

We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.

We particularly value the future projections of our financial position. We consider that this helps to plan sensibly for the future particularly taking into account age and health prospects and provides reassurance as to a secure financial future.

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