About us - Fintuity

FCA Regulated

All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified.

Safe & Secure

Your data is safe with us! Similar to your bank, we use above industry security protocols and secure platforms to ensure that your data is safe.

On Your Side

Your experience is paramount to us - we offer 100% unbiased, bespoke and compliant advice with a transparent and upfront fee structure.

Remote & Digital Advice

Painless, online and paper-free – you can contact your financial adviser from the comfort and safety of your own home.

Keep Track of Your Finances

With 24/7 secure access to the latest valuations, transactions and performance, you can enjoy complete oversight of your financial strategy on the move with the Fintuity mobile app and website.

Low Fees

Traditional advisory firms both are inefficient and technology-poor, as such tend to charge clients higher fees to compensate for this inefficiency. With lower that industry overheads, we are able to provide the same service as a traditional IFA but with significant cost savings to you.

Who Are Independent Financial Advisers?

Financial consultation is similar to a visit to your local General Practitioner where you can discuss your financial conditions and get some “treatment” in case something is not going well as it could. In short an IFA can help 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

Learn more

We believe that qualified financial advice should be available to everyone and that now is the time to bring to an outdated sector the technology it needs to benefit the customers already served by it, but all the more those people who never believed it was for them

Lord Edward Downpatrick, UK Head of Strategy

Fintuity in the media

Robo-adviser offers free advice to frontline NHS staff

Fin-tech advice firm Fintuity is offering free-of-charge advice to frontline NHS employees and other emergency service workers...

Fintuity raises $3m

Fintuity has raised over three million USD of private & institutional investment over the past year...

Pension warning: Women £135,000 worse off than men in retirement

PENSION savings are something which will make up a significant part of retirement income for many people...

Robo-adviser offers free advice to frontline NHS staff

Fin-tech advice firm Fintuity is offering free-of-charge advice to frontline NHS employees and other emergency service workers...

Fintuity raises $3m

Fintuity has raised over three million USD of private & institutional investment over the past year...

Pension warning: Women £135,000 worse off than men in retirement

PENSION savings are something which will make up a significant part of retirement income for many people...

The Advisory Gap

Historically financial advice has been a privilege of the ultra rich, requiring a substantial net worth and having high management fees that most people just could not afford.

Fintuity are using technology to cut the overheads, that allow our customers access to financial instruments that were unavailable or too expensive to use before. Start enjoying your life more and spending less time worrying about the right financial decisions with Fintuity.

Learn more

According to the FCA there are 13 million people in the UK who need financial advice but currently can not afford it from traditional financial advisers

What our clients say

I contacted Fintuity to help me source and engage the right mortgage advice — having a growing family as well as running a business means that I have very little time. The video linked platform helped me get the right advice when we needed it — Fintuity comes highly recommended!

John Aberdale — Management

Consultant, Aberdeen

Having recently gone through a divorce and having had to assess my finances and assets I was looking to access advice in a safe and cost effective way that could help me make sense of my finances. Having stumbled across Fintuity I was quickly connected with an IFA who helped me get to the bottom of things.

Jane Treloggan

Single Mum, Truro

Buying our first home we were looking for financial advice we could access from home and that was cheaper than the usual IFA route. We came across Fintuity and were impressed by the quality of the fiscal advice we received — Fast, effective and cheaper than traditional routes we would recommend the platform to others!

Mark & Harriet Callendar — First Time

Buyers, Croydon

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.

Financial Health Check

Investments

We will begin with a full review of your financial arrangements, goals and assets. We all need a check up from time to time and the financial health check will allow us to better advise you.

Learn more

Tax Planning

We all have different tax requirements. Our advisers will be able to advise you on your short, medium and long term tax planning requirements.

Learn more

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.

Learn more

Protection

We never know what is quite around the corner and having the correct protection and cover can give you peace of mind should the worst happen.

Learn more

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.

Learn more

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.

Learn more

Pension Locator

We will begin by reviewing your existing financial and pensions provision and then locate the best pension product for you.

Remortgaging

If you are looking to release capital from your property, we can help with a service dedicated to remortgaging your existing assets.

Virtual Advisor

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

Your first consultation is completely free-of-charge. All you need to do is select a convenient time & date and outline how we can assist you.

The next generation online financial adviser