Bev Stoves & Sarah McCarthy, Independent Financial Advisers, Investment SenseChoosing 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.

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How we work
Meet the team
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What do our clients say about us?

  • Sarah has been a fantastic adviser and would recommend to anyone seeking sound and independent pensions advice
  • Thank you for all your help over the years. Your advice has been extremely valuable
  • I have great respect for Sarah’s advice and honesty
  • The gold standard for financial advice, thank you
  • Extremely efficient and professions, and pleasant with it
  • Just what I wanted, could not be better
  • Excellent service. No hesitation in recommending Investment Sense to others
  • Was completely satisfied, keeping me up to date with all issues.
  • Thank you for a friendly and professional service
  • I am completely satisfied with the friendly and professional service I received
  • Was very pleased with advice, given and friendliness in communications
  • The process has been a smooth one thanks to your regular attention to the steps involved
  • Your own and your company’s professional approach has been much appreciated
  • Really efficient, informative, patient and friendly; really impressed