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
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Fintuity in the media
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.
Your initial discussion is complimentary and this will help us to understand your financial needs
Initial meeting ~15 minutes
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.