Independent Financial Advisors Epsom

Covid 19 – We are open as normal for telephone or online face to face meetings. You can’t sample our tea or coffee, but our friendly help and advice is the same.

We specialise in providing financial advice for those approaching or at retirement. 

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We are open as normal for online meetings. It’s really easy! We send an email link and you will see an advisor in our office, and we can share all the relevant information.  Now may be a better time than any other to sort out your finances.

How we helped Bill and Carol.

Bill was confused, and slightly anxious about his pending retirement. He had multiple pensions, including a final salary scheme, and an assortment of investments.  He talked about his tax-free cash options, whether he should take an annuity for some of it, drawdown and so on…  

We established Bill and Carol’s real needs and objectives were in their words; “Can I help my two daughters onto the property ladder, look after Carol should I pass away, afford two decent holidays a year, enjoy dignity in later life and never run out of money”.  We convinced them that they could do MORE, and unlike many other advisors, showed them HOW and WHY. 

Bill and Carol came in uncertain, fixated on products and left looking forward to the future. 

We are incredibly grateful to Bill, Carol, and others for their feedback below:

CLARITY – A CLEAR PATH

“We have had a long term plan which we have followed and we are now reaping the rewards. Without Ray we wouldn’t have been able to plan as well as we have”. Mr C (client for 11 years)

“He was spectacularly good at dealing with the drawdown of my pension, which included all the horrors of ‘A day’. He was able to provide very helpful projections of the consequences of the various courses of action open to us, enabling a rational choice to be made”. Mr T (Client for 13 years).

PEACE OF MIND – KNOWING YOU WILL BE OK

“He listens carefully to my needs and gives clear, concise advice in a professional manner. He and his team are always accessible and patient with my questions and their approach gives me confidence that my finances are securely looked after”. Mr P (client for 12 years)

*70% of our new business comes from friends and family of existing clients. These verified comments are from our existing clients and were provided to a third-party firm.

Ray Martin, Founder & Director

Book a no obligation face to face consultation or a ten minute telephone slot to talk to me, or Rob Harper about pensions, investments or financial planning in general. 

It would be a pleasure to help 01372 404417

Robert Harper Chartered Financial Planner, BA Hons FPFS

We come highly recommended for a number of reasons, but being lifestyle financial planners and specialists in retirement (pension) planning is a major factor. We have helped numerous clients to understand their options, taking away their anxiety by mapping out our recommendations in an easy to understand way.  We will show you the best way to save tax, use your allowances, beat inflation and preserve your wealth. Show, not tell is the important factor here.

To truly understand how we can help you personally – Click here to book a consultation at our cost.

See all 27 Reviews – Click here. Includes advice, service and value for money scores

Thoughts