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

3 tips to avoiding inheritance tax

Benjamin Franklin famously said, ‘In this world nothing can be said to be... 8th July 2019

What is the open banking revolution?

Over a year and a half ago, a digital revolution introduced a new way for... 8th July 2019

What our customers say

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.

I have been a client of the Financial Advice Company for over 5 years and in all of that time I have found the advisors and their administrative staff both courteous and helpful.

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.

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!

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

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.

Please read our Privacy Policy

Clever Clogs

Here to Help