How we work

The Investment Sense teamChoosing 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 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.

The advice process

We generally work on a face to face basis with our Clients, however we can work remotely if you do not want or require face to face meetings. Typically we follow a process such as this:

Stage 1

 An initial meeting or conversation will take place where we will identify your financial goals and look at your existing arrangements

Stage 2

 Your Adviser will create a report detailing their advice and present this to you at a second meeting or conversation

Stage 3

 The advice will be discussed and refined until you are completely happy

Stage 4

 You may then choose whether you implement the advice through us or an alternative Financial Adviser

Stage 5

 If you choose to implement the advice through Investment Sense, you and your adviser will agree what level of ongoing support you require

Paying for our services

If you choose to implement our advice, we are keen to be as flexible as possible when it comes to the payment of our fees. We therefore give Clients the option of paying by fee or by commission, or a combination of both.

Your Adviser will discuss these options with you at your initial meeting, and remember, you will not be charged until the advice is implemented.

Unlike many of our competitors we genuinely are happy to work on a fee basis, which will be capped so you always know where you stand. Indeed there are many occasions when working on a fee basis could be advantageous for you.

What do we give advice on?

Please click on the link below to show the areas on which we provide advice:
Areas Covered

Our Advisers

As you would expect, all our Advisers are highly qualified and many specialise in specific areas such as Retirement or Investment planning.

We expect and encourage all our Advisers to keep up to date with latest developments and continue with their professional development.

However, our experience is not just demonstrated via academic qualifications, but through years of client understanding.

Meet our advisers

Summary

The aims of Investment Sense are very simple:

  • To find out what you want to accomplish
  • To understand your aims and aspirations
  • To work with you to implement a comprehensive plan of action

And remember:

  • We are Independent
  • We only charge for implementation of our advice
  • We offer our Clients the choice of paying via fees or commissions
  • We have experts in a wide range of fields

To request additional information about how we work or book an initial meeting with an Adviser, telephone us on 0845 074 7778 or complete the enquiry form on this page.