Financial advice that enables you to achieve your financial goals

Why use an independent financial adviser?

We work with you, so your investment plan remains on track to achieve your life goals. We are not biased towards any provider, so we select from the best investment managers available. Whether you want to grow your wealth or guarantee an income, our investment specialists advise on all relevant investment products. We work with you to ensure your investment plan remains on track to achieve your lifetime goals.

How we invest

We typically invest in multi asset portfolios that offer you the required level of risk and return to achieve your financial goals. We use a range of tax wrappers. including ISAs, Trusts, Offshore Bonds and Pensions. We diversify your investments across different asset classes and geographic regions, to reduce the impact of individual events on performance. We recommend you take a long-term perspective when you invest, to offset short-term setbacks or market volatility.

Active, Passive & Sustainable Investing

Our investment approach uses both active and passive fund solutions and sustainable investment options, allowing us to provide you with personalised financial advice and solutions at an appropriate cost. If you are new to investing, Read our Beginner’s Guide to Investing.

Meet your local Investment Planning experts

Our experienced independent financial advisers deliver high quality investment planning advice both now and throughout your life from accessible local offices. As we are not biased towards any provider, our cost-effective investment planning advice puts your financial interests first. We offer holistic financial advice based on our core values of integrity, reliability, and value for money.

Meet your investment planning advisers
Harpenden Financial Advisers

Need investment planning advice?

If you would like a free initial investment planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware or Chippenham office.

Investment Planning Adviser