Your first digital independent financial adviser in the UK
Your first digital financial adviser
in the UK
Your first digital independent financial adviser in the UK
Trusted advice made simple – cost effective, secure and easy to access financial advice
Who is fintuity in 2 mins
What does an independent financial adviser do?
Who Are Independent Financial Advisers?
Your free initial consultation is like a visit to your local General Practitioner where you can discuss your personal finances and get some “treatment” for anything that is not going as well as it could. An IFA can help you by:
• Providing regulated advice on how to manage your wealth: from investment planning, pension planning, protection planning, mortgage planning to inheritance tax planning
• Researching the marketplace and recommend the most appropriate products and services available
• Negotiates with providers for the best rates on a range of financial products
How we can help you with the right financial advice
Receiving expert financial advice is crucial to making the right investment decision. With the right support and advice from a regulated Independent Financial Adviser (IFA), you will be able to make the right investment decisions that match your personal financial circumstances. Your IFA will help to explain possible options open to you as well as the details of suitable financial products and investment strategies.
Constantly updated, we are also delighted to offer the latest tips and guidance through our Investment Knowledge Base.
How we can help you with the right financial advice
Receiving expert financial advice is crucial to making the right investment decision. With the right support and advice from a regulated Independent Financial Adviser (IFA), you will be able to make the right investment decisions that match your personal financial circumstances. Your IFA will help to explain possible options open to you as well as the details of suitable financial products and investment strategies.
Constantly updated, we are also delighted to offer the latest tips and guidance through our Investment Knowledge Base.
How we can help you with the right financial advice
Receiving expert financial advice is crucial to making the right investment decision. With the right support and advice from a regulated Independent Financial Adviser (IFA), you will be able to make the right investment decisions that match your personal financial circumstances. Your IFA will help to explain possible options open to you as well as the details of suitable financial products and investment strategies.
Constantly updated, we are also delighted to offer the latest tips and guidance through our Investment Knowledge Base.
How it works
1
Book your first online meeting
Simply select "Book your free consultation" and pick a convenient time and date to have a preliminary discussion with your adviser.
2
Meet your personal adviser
During the initial fact finding meeting, your dedicated financial adviser will explore all your current and future financial needs and goals.
3
Receive tailored advice
After your initial meeting, your adviser will prepare and present a fully tailored report that will present in detail your financial goals and a plan to achieve them.
How it works
1
Book your first online meeting
Simply select "Book your free consultation" and pick a convenient time and date to have a preliminary discussion with your adviser.
2
Meet your personal adviser
During the initial fact finding meeting, your dedicated financial adviser will explore all your current and future financial needs and goals.
3
Receive tailored advice
After your initial meeting, your adviser will prepare and present a fully tailored report that will present in detail your financial goals and a plan to achieve them.
How it works
1
Book your first online meeting
Simply select "Book your free consultation" and pick a convenient time and date to have a preliminary discussion with your adviser.
2
Meet your personal adviser
During the initial fact finding meeting, your dedicated financial adviser will explore all your current and future financial needs and goals.
3
Receive tailored advice
After your initial meeting, your adviser will prepare and present a fully tailored report that will present in detail your financial goals and a plan to achieve them.
Our services
Founded in 2017, Fintuity has fast become one of the only digital Independent Financial Advisers (IFA) in the United Kingdom. We offer all the services of a traditional IFA but via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments and mortgage advice. The key difference is that as an exclusively digital service we can offer significant savings and a service that is direct to you and on demand.
Investments
Developing an investment portfolio is a long term decision. Our team of friendly advisers are here to advise you on the right strategy that can provide you with the returns you expect.
Remortgaging
If your current mortgage term is nearing it’s end or you’re just looking for a better deal, our mortgage advisers are on hand to help remortgaging your existing property.
Mortgages
Buying a home is a major life event. Getting the right support, guidance and mortgage product is key. Our team is here to help you every step of the way.
Pensions
Effective planning for your retirement is crucial to ensure that you can enjoy the fruits of your labour. Our experienced team will be able to advise you at every phase of your pension planning.
Virtual Adviser
The Virtual Adviser is an innovative AI driven tool that provides a range of financial strategies based upon your current circumstances.
Our services
Founded in 2017, Fintuity has fast become one of the only digital Independent Financial Advisers (IFA) in the United Kingdom. We offer all the services of a traditional IFA but via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments and mortgage advice. The key difference is that as an exclusively digital service we can offer significant savings and a service that is direct to you and on demand.
Investments
Developing an investment portfolio is a long term decision. Our team of friendly advisers are here to advise you on the right strategy that can provide you with the returns you expect.
Remortgaging
If your current mortgage term is nearing it’s end or you’re just looking for a better deal, our mortgage advisers are on hand to help remortgaging your existing property.
Mortgages
Buying a home is a major life event. Getting the right support, guidance and mortgage product is key. Our team is here to help you every step of the way.
Pensions
Effective planning for your retirement is crucial to ensure that you can enjoy the fruits of your labour. Our experienced team will be able to advise you at every phase of your pension planning.
Virtual Adviser
The Virtual Adviser is an innovative AI driven tool that provides a range of financial strategies based upon your current circumstances.
Our services
Founded in 2017, Fintuity has fast become one of the only digital Independent Financial Advisers (IFA) in the United Kingdom. We offer all the services of a traditional IFA but via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments and mortgage advice. The key difference is that as an exclusively digital service we can offer significant savings and a service that is direct to you and on demand.
Investments
Developing an investment portfolio is a long term decision. Our team of friendly advisers are here to advise you on the right strategy that can provide you with the returns you expect.
Remortgaging
If your current mortgage term is nearing it’s end or you’re just looking for a better deal, our mortgage advisers are on hand to help remortgaging your existing property.
Mortgages
Buying a home is a major life event. Getting the right support, guidance and mortgage product is key. Our team is here to help you every step of the way.
Pensions
Effective planning for your retirement is crucial to ensure that you can enjoy the fruits of your labour. Our experienced team will be able to advise you at every phase of your pension planning.
Virtual Adviser
The Virtual Adviser is an innovative AI driven tool that provides a range of financial strategies based upon your current circumstances.
We are here to help you
We are here to help
Your initial discussion is complimentary and this will help us to understand your financial needs
Initial meeting ~15 minutes
About Fintuity
Founded in 2017, Fintuity is a fully digital and FCA regulated Independent Financial Adviser (IFA) that provides a range of services via our proprietary online platform. Fintuity is a wholly online, secure and cutting edge platform that delivers compliant and bespoke advice at below-industry rates.
What our clients say
Constructive advice and gave a realistic assessment of my financial situation. A detailed report which I received a few days later was extremely helpful. Am now far more knowledgeable about my options.
J
Jeremy
Trustpilot
Ameet Patel is very understable and explain every thing in details. anytime you have question he is ready to solve your query quickly. i am really impressed with his professional job. thank you.
J
Jay
Trustpilot
Firstly, by explaining the different facets of financial planning. Explaining the different options available, really helped me to get an understanding of what I felt was right for me. Secondly, he then went away and actioned everything discussed, with good communication along the way.
V
Verified review
vouchedfor
Jason's helped me understand what to do in what order in order to set me and my family up for success. He's also helped me port a mortgage and given me reassurance that I'm making a smart financial decision in upsizing.
V
Verified review
vouchedfor
Jason was able to find suitable products at good rates. He explained our situation to the lenders and was able to negotiate great terms.
V
Verified review
vouchedfor
What our clients say
Constructive advice and gave a realistic assessment of my financial situation. A detailed report which I received a few days later was extremely helpful. Am now far more knowledgeable about my options.
J
Jeremy
Trustpilot
Ameet Patel is very understable and explain every thing in details. anytime you have question he is ready to solve your query quickly. i am really impressed with his professional job. thank you.
J
Jay
Trustpilot
Firstly, by explaining the different facets of financial planning. Explaining the different options available, really helped me to get an understanding of what I felt was right for me. Secondly, he then went away and actioned everything discussed, with good communication along the way.
V
Verified review
vouchedfor
Jason's helped me understand what to do in what order in order to set me and my family up for success. He's also helped me port a mortgage and given me reassurance that I'm making a smart financial decision in upsizing.
V
Verified review
vouchedfor
Jason was able to find suitable products at good rates. He explained our situation to the lenders and was able to negotiate great terms.
V
Verified review
vouchedfor
What our clients say
Constructive advice and gave a realistic assessment of my financial situation. A detailed report which I received a few days later was extremely helpful. Am now far more knowledgeable about my options.
J
Jeremy
Trustpilot
Ameet Patel is very understable and explain every thing in details. anytime you have question he is ready to solve your query quickly. i am really impressed with his professional job. thank you.
J
Jay
Trustpilot
Firstly, by explaining the different facets of financial planning. Explaining the different options available, really helped me to get an understanding of what I felt was right for me. Secondly, he then went away and actioned everything discussed, with good communication along the way.
V
Verified review
vouchedfor
Jason's helped me understand what to do in what order in order to set me and my family up for success. He's also helped me port a mortgage and given me reassurance that I'm making a smart financial decision in upsizing.
V
Verified review
vouchedfor
Jason was able to find suitable products at good rates. He explained our situation to the lenders and was able to negotiate great terms.
V
Verified review
vouchedfor
Fintuity in the media
Keep up-to-date with the latest finance and industry news & analysis with our blog!
Maximizing Your Savings in the UK: Simple Tips
Interest rates are rising, which means your savings can earn more for you than in recent years, but only if...
Navigating Money Dysmorphia: Understanding the Obsession with Wealth Among Gen Z and Millennials
Are Gen Z and millennials too focused on getting rich? It seems like it, and it might be causing...
UK State Pension Age Set to Rise to 71
Experts predict that soon, the retirement age in the UK will climb to 71. This change is deemed necessary due...
Read more from the Fintuity Blog
Keep up-to-date with the latest finance and industry news & analysis with our blog!
Maximizing Your Savings in the UK: Simple Tips
Interest rates are rising, which means your savings can earn more for you than in recent years, but only if...
Navigating Money Dysmorphia: Understanding the Obsession with Wealth Among Gen Z and Millennials
Are Gen Z and millennials too focused on getting rich? It seems like it, and it might be causing...
UK State Pension Age Set to Rise to 71
Experts predict that soon, the retirement age in the UK will climb to 71. This change is deemed necessary due...
Read more from the Fintuity Blog
Keep up-to-date with the latest finance and industry news & analysis with our blog!
Maximizing Your Savings in the UK: Simple Tips
Interest rates are rising, which means your savings can earn more for you than in recent years, but only if...
Navigating Money Dysmorphia: Understanding the Obsession with Wealth Among Gen Z and Millennials
Are Gen Z and millennials too focused on getting rich? It seems like it, and it might be causing...
UK State Pension Age Set to Rise to 71
Experts predict that soon, the retirement age in the UK will climb to 71. This change is deemed necessary due...
Read more from the Fintuity Blog
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FAQ
Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.
What is the difference between traditional financial advice and Fintuity’s virtual guidance service?
Is my personal information secure?
How much does this cost?
If I decide to act on the choices I make can I cancel?
Refunds after cancellation
If I have any questions about the choices or investments, who can I speak to?
FAQ
Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.
What is the difference between traditional financial advice and Fintuity’s virtual guidance service?
Is my personal information secure?
How much does this cost?
If I decide to act on the choices I make can I cancel?
Refunds after cancellation
If I have any questions about the choices or investments, who can I speak to?
FAQ
Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.
What is the difference between traditional financial advice and Fintuity’s virtual guidance service?
Is my personal information secure?
How much does this cost?
If I decide to act on the choices I make can I cancel?
Refunds after cancellation
If I have any questions about the choices or investments, who can I speak to?
Book a free consultation
Your first consultation is completely free of
charge - all you need to do is to select a
convenient time & date and outline how we can
assist you.
Resources
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.
Resources
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.
Resources
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.