HomeInvestment Sense is a catalyst for change in the financial services world. We are positioned firmly on the side of our Clients, aligning our business to meet Client needs and working differently to most of the sector.
Our main differences are shown through the culture of our business and the services we offer and how we work with our Clients. This isn’t just lip service – we live and breathe a culture where we have done our research and know how best to serve our Client base.
We don’t stop listening either and know our service will continue to evolve.
1 All your investment needs in one place
The Investment Sense website truly offers a solution to all an investor’s needs in one place.
We have done our homework to ensure we offer a thorough and comprehensive service.
Not only is truly independent information on the best savings deals is available, you can purchase investments directly from us, request advice and take advantage of our free services to help you plan your financial affairs.
2 We are authorised and regulated by the FSA
We take our obligations seriously and are happy to be bound by FSA rules and regulations with regard to both the information and advice that we provide.
You can confirm that we are authorised by the FSA simply by following the link below:
http://www.fsa.gov.uk/register/firmSearchForm.do
3 Best Buy Savings Accounts, 100% unbiased, 100% independent
Our Best Buy Savings accounts are updated regularly to allow you to choose the best possible account for your needs.
You can be assured that the tables are independent, they rival the best known comparison sites in their accuracy and breadth of data; we don’t just tell you the headline interest rate, we give you the information that you need.
Click here to see the Best Buy Savings Accounts
4 Buy direct with no initial commission on ISAs and Unit Trusts
ISA and Unit Trust Investments can be bought directly on the site, with no initial commission taken by Investment Sense; indeed we have worked hard with many fund groups to reduce the initial charges on many popular funds to zero.
You can choose from over 1,800 funds. However if you are unsure which funds you should invest in, we have easy to use tools on the site to help you make a decision. Alternatively you can make your own selection and simply pick your favourite funds.
Once you have invested you can track the progress of your investment online and take advantage of our excellent range of tools.
Click here to learn more about Buy Direct
5 Face to Face Financial Advice with no obligation
You may prefer to develop a relationship with a financial adviser, receive face to face advice and an ongoing service.
All our financial advisers are Independent, and highly qualified.
Initial meetings are without cost or obligation and our report to you is free, with charges only being made once you are happy and decide to implement the advice.
We believe that regular reviews of your investments are vital to identify potential issues, such as a poor performing fund. A range of options are available so that the ongoing service we provide meets your needs.
Click here to learn more about how we give financial advice
6 Register for free and get even more information and great money saving deals
Sign up to become a Member and you will benefit from information and services only available to members.
Benefits of membership include our Newsletter, access to Client TV, and our weekly round up of the financial press.
We listen to our Members and add additional services based on the feedback we receive.
Membership is free and can be cancelled at any point.
7 Access our unique range of Free services to help you with your financial planning
A range of unique and free services have been designed to provide you with more relevant information about your own financial situation.
We believe offering this range of services for free is unique in UK financial services:
8 We are on your side and here to help you
Unlike many financial institutions we pride ourselves on being on the side of our Clients helping them through the financial maze.
You have our commitment that we will always treat our Clients fairly and that the information we provide will be accurate and independent.
9 We are Independent and committed to remaining so in the future
Many Financial Advisers are tied to one or maybe a handful of companies, this naturally provides a bias to their advice as the products that they can offer are restricted.
We passionately believe that for us to provide the best quality advice, service and information to our Clients, we need to be Independent.
You have our commitment that we will always remain Independent.
10 Don’t take our word for it; see what our Clients have to say!
We actively encourage Clients to provide feedback on the advice, service and information we have provided to them, here are just a few of the things we have been told:
“Moving my investments to the Investment Sense platform was easy, and I can now see the value online!”
“Thanks for all your help, you have been wonderful”
