Choosing a Financial Adviser to work with is never easy. We have therefore created a process that allows you to get to know your prospective Investment Sense Adviser.

We want to prove the quality of our advice and convince you that Investment Sense is the right partner for you. That is why we do not charge for the initial meetings with one of our Advisers, or for the report we write detailing our advice; we only charge should you wish to implement this advice.

Should you decide not to pursue our recommendations, or indeed you choose to implement them elsewhere, we guarantee that you will not be charged.

We firmly believe that this approach will allow you to decide, without any cost or obligation, whether an Investment Sense Adviser is right for you.

Our business is about our Clients, and we are always conscious of this.

How we work

Areas covered