Welcome to the website of Absolute Sense Independent Financial Advisors Limited. One of the leading Independent Financial Planning firms in the region and one of the few firms to hold the coveted title of Chartered Financial Planners. We hope that you find the site both useful and informative but if you do have any suggestions or feedback on the content please use the Contact Us page to email us and we will get back to you as soon as possible.
The website has been designed to match our customer focused approach and to help direct you to exactly what you require. It is divided into a number of sections accessed quickly through the links provided. We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
It means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support. We are fully regulated by the Financial Conduct Authority and hold advanced financial planning qualifications in all areas in which we operate.
The website has been designed to match our customer focused approach and to help direct you to exactly what you require. It is divided into a number of sections accessed quickly through the links provided. We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
It means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support. We are fully regulated by the Financial Conduct Authority and hold advanced financial planning qualifications in all areas in which we operate.
Services
With a background in Senior Bank Management and Independent Financial Advice, Peter has over 40 years of financial services experience to call upon and during this time he has dealt with all aspects of financial issues - including acting as an intermediary and an expert witness in complex court cases.
He is a Director of Absolute Sense IFA Ltd and began the business to ensure that clients are treated as individuals and to be able to provide them with truly impartial and professional advice.
Peter is an Associate of the Personal Finance Society which shows his commitment to professionalism by continually updating his knowledge and skills through continuing professional development.
He is a Director of Absolute Sense IFA Ltd and began the business to ensure that clients are treated as individuals and to be able to provide them with truly impartial and professional advice.
Peter is an Associate of the Personal Finance Society which shows his commitment to professionalism by continually updating his knowledge and skills through continuing professional development.
A typical client under this category will look to have no less than 500,000 invested with Absolute Sense Independent Financial Advisers Ltd which could be via a pension, ISA, or taxable investment vehicle.
The Outsourced Investment Solution will be based on using either a Multi Manager portfolio, a risk targeted portfolio or a DFM portfolio.
For more details on this please refer to our separate documents entitled 'Our Investment Process'.
Any change in the portfolio following a Suitability Assessment will not incur any additional advice charges.
The Outsourced Investment Solution will be based on using either a Multi Manager portfolio, a risk targeted portfolio or a DFM portfolio.
For more details on this please refer to our separate documents entitled 'Our Investment Process'.
Any change in the portfolio following a Suitability Assessment will not incur any additional advice charges.
An initial discussion (the first 30 minutes which is it at our expense) will enable us to both determine what your financial needs are and whether you require financial advice to meet these needs.
Should you decide to engage our services, only at this time will fees be incurred.
We offer a variety of methods by which we can be remunerated so that you can select the method that best suits your needs.
We will discuss your payment options with you and answer any questions you have.
All charges/fees will be fully disclosed to you.
Should you decide to engage our services, only at this time will fees be incurred.
We offer a variety of methods by which we can be remunerated so that you can select the method that best suits your needs.
We will discuss your payment options with you and answer any questions you have.
All charges/fees will be fully disclosed to you.
We usually charge based on a percentage of assets for initial work and where we are providing an ongoing wealth management service or for the specific services based upon values of the money being invested.
We may charge hourly rates where we are requested to produce one off pieces of work or where you could prefer us to be remunerated in this way.
Travel time and associated expenses are not normally charged but we reserve the right to make a charge, subject to agreement with each individual.
We may charge hourly rates where we are requested to produce one off pieces of work or where you could prefer us to be remunerated in this way.
Travel time and associated expenses are not normally charged but we reserve the right to make a charge, subject to agreement with each individual.
There are two types of ongoing investment solutions available and the ongoing charges are different under each solution.
The two solutions are detailed further within the separate Adviser Investment Process document.
The amount of our annual ongoing charges may increase as the size of your fund grows.
In some circumstances we may receive ongoing payments (commission) from product providers relating to existing investments you hold.
Such payments may be taken into account when determining the charges for ongoing services.
The two solutions are detailed further within the separate Adviser Investment Process document.
The amount of our annual ongoing charges may increase as the size of your fund grows.
In some circumstances we may receive ongoing payments (commission) from product providers relating to existing investments you hold.
Such payments may be taken into account when determining the charges for ongoing services.
Reviews
Be the first to review Absolute Sense Independent Financial Advisers.
Write a Review
