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As your IFA London we’d like to know if any of the following situations relate to you:
- Are you retired or coming up for retirement and don’t know an annuity from a SIPP?
- Do you have a a lump sum and don’t know the best way to invest it to meet your current and future needs?
- Are you buying your first home or buying a second home for investment? Where can he find a suitable mortgage you can afford?
- Are you a business owner and need help sorting out your company finances and business planning?
If you have answered YES to one or more of the questions you are in the right place. These are the kind of questions we answer for our clients all the time.
Testimonial
We have used Dean Barham of The Prospect Tree to access and plan our mortgage, life insurance and pension provisions. I am delighted to say that Dean accepted at all times that we needed to work to slightly constrained budgets and helped us to place all our requirements accordingly. All products were explained and paper work was efficiently processed…
Call 020 8768 5796
As your locally based IFAs in London we’d rather you didn’t suffer in silence and continue to be frustrated. Let us help you as we are:
- Truly independent, as shown by the IFA logo below, and offer products that are selected from the “whole of market“.
- Ethical, taking a holistic approach to financial planning. We meet you at your home or office.
- Fully qualified, our team comprises former business advisers.
- Personable, and you’ll find how much when you call us.
- Regulated by the FCA (formerly the FSA) that means we follow the ‘Treating Customers Fairly’ rules and regulations.
Your Free Initial Consultation
Call 020 8768 5796
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P.S Remember your initial consultation is free
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