The next generation online financial adviser
The next generation online financial adviser
We have made professional financial advice simpler, affordable and accessible
We have made professional financial advice simpler, affordable and accessible
We have made professional financial advice
simpler, affordable and accessible
Who Are Independent
Financial Advisers?
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
“
We believe that qualified financial advice should be available to everyone and that now is the time to bring to an outdated sector the technology it needs to benefit the customers already served by it, but all the more those people who never believed it was for them
We believe that qualified financial advice should be available to everyone and that now is the time to bring to an outdated sector the technology it needs to benefit the customers already served by it, but all the more those people who never believed it was for them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
Lord Edward Downpatrick, UK Head of Strategy
Fintuity in the media
OUR CUSTOMERS MANAGE THOUSANDS OF CLIENTS IN THE UK
OUR CUSTOMERS MANAGE THOUSANDS OF CLIENTS IN THE UK
OUR CUSTOMERS MANAGE THOUSANDS OF CLIENTS IN THE UK
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.
What our clients say
Clear and concise advice. Open and friendly discussion around potential opportunities and implications for financial decisions.
J
Verified review
Vouchedfor
Liam has helped with general advise, tax efficiency, understanding of new changes to the tax system and any bonuses / schemes I'm entitled to.
J
Verified review
Vouchedfor
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
Clear and concise advice. Open and friendly discussion around potential opportunities and implications for financial decisions.
J
Verified review
Vouchedfor
Liam has helped with general advise, tax efficiency, understanding of new changes to the tax system and any bonuses / schemes I'm entitled to.
J
Verified review
Vouchedfor
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
Clear and concise advice. Open and friendly discussion around potential opportunities and implications for financial decisions.
J
Verified review
Vouchedfor
Liam has helped with general advise, tax efficiency, understanding of new changes to the tax system and any bonuses / schemes I'm entitled to.
J
Verified review
Vouchedfor
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
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
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.
128 City Road, London, EC1V 2NX
+44 1274 003920
support@fintuity.com
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.
128 City Road, London, EC1V 2NX
+44 1274 003920
support@fintuity.com
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.
128 City Road, London, EC1V 2NX
+44 1274 003920
support@fintuity.com