Financial Advice Made Easy
Our mission is to make it easy and cost effective for you to get honest advice that you can trust.
- Work with a Chartered and Certified Financial Planner
- Enjoy a friendly working relationship
- Relax knowing you can trust us to give you honest advice
- Know that our job is to make you happier and wealthier
We are authorised and regulated by the Financial Conduct Authority, and covered by the Financial Ombudsman Service. We are also members of the Chartered Institute for Securities & Investments, Chartered Insurance Institute and Personal Finance Society.
We are the right financial adviser for you if you your needs are straightforward and you don’t want to spend lots of money on something you don’t need.
If you are happy to use our services via telephone and e-mail then we promise to keep your costs down.
We offer high quality financial planning advice on investments, pensions, tax and retirement planning. We like working with nice people just like all of our existing happy clients.
For you, Investor Profile will:
- Have a conversation with you about your needs and really listen.
- Take time to understand what you want and offer expert opinion on how this can be achieved.
- Create sophisticated, but simple investment solutions that just work.
- Offer advice in a friendly way that makes the process easy for you.
- Be there for you to offer ongoing support and advice to ensure you remain on track.