Why choose us?

Why should you trust us with your financial future?

That’s a good question, and with thousands of financial advisers to choose from, making sure you select the right adviser can be tricky.

There are three key reasons why clients choose to put their trust in us:

We are professional

Independent: We believe in the benefits independent financial advice gives to our clients, which is why we won’t restrict ourselves to a handful of products or providers.

FCA regulated: We are authorised and regulated by the Financial Conduct Authority (FCA), you can review our entry on the FCA Register by clicking here.

Peer reviewed: We voluntarily engage the services of a third party, to ensure our independent financial advice continues to meet regulatory requirements.

We are specialists

Financial planning: Above all, we are financial planners. This means we’ll take time to understand your personal financial goals, as well as the challenges you face. We’ll then recommend a suitable strategy, which we will explain clearly, we promise not to use jargon! The strategy will then be reviewed on a regular basis and where necessary changed, to make sure you stay on track to meet your financial goals.

We know what we are good at: We’ve all heard the phrase: “Jack of all trades, and master of none.” Well, that’s not us, we know what we’re good at, who we work well with and we stick to it.

Expertise: Our advisers are highly qualified, well above the minimum level required to act as a financial adviser. These qualifications are supplemented by on-going professional development, which means our advisers have the in-depth, up to date knowledge, to advise our clients.

We are here for the long-term

25 years and counting: 2016 marks our 25th birthday. We are delighted that many of our clients have trusted us with their financial future since day one. Of course, being in business for such a long period of time means we have a huge wealth of experience, which all our clients benefit from.

The future: We are not going anywhere; even after 25 years in business we are still passionate about delivering high quality independent financial advice to our clients and will continue to do so for many years to come.

Our team: We have a dedicated team sat behind our advisers, to ensure your financial affairs are administered in an efficient way. Again, we know what we are good at, which is why our advisers provide the advice and our administrative team make it happen.

Adcock AccountingWe work in partnership

Accountants: We work closely with our sister company Adcock Accounting to ensure our clients get truly joined up thinking.

If you need a new accountant, or are unhappy with your existing relationship, please ask us to arrange an introductory meeting with Adcock Accounting.

Of course, if you are happy with your current accountant, we will be pleased to work with them too; guaranteeing you have a team of trusted advisers working on your behalf.

Solicitors: From time to time our clients need legal advice. When this arises, we will refer you to a specialist solicitor.

Again, we are very happy to work with your existing solicitor.

Don’t just take our word for it

Of course we are bound to say nice things about ourselves; but we are fortunate that many of our clients have too. Here’s a selection of the kind testimonials we are grateful to have received:

“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”

“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”

“The advice was clear and concise and fully answered all my queries.”

“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”

“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”

“I have full trust in Peter’s abilities.”

“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”

“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”