Sarah McCarthy IFA with Investment Sense in NottinghamI joined Investment Sense as I wanted to be part of a forward thinking and proactive IFA firm.

I was attracted by the fair and transparent approach taken by Investment Sense in both their dealings with me and their clients.

It was also important to me that I joined a firm which was taking the Retail Distribution Review (RDR) seriously and was preparing for the way our world will be post 2013.


It is also unusual for a firm to put so much effort into the marketing of their services, which I really have benefited from in the form of new clients.

Having worked at Investment Sense for a number of months now I’d say the three things I have been most impressed by are:

  1. The marketing and lead generation activities
  2. The website, which is useful for both myself and my clients
  3. The team environment, everyone is so helpful and willing me to succeed


Not only do my clients love the website which they have access to, but they also really value the investment proposition and administration support that I receive.

Investment Sense has been everything I thought it would be and I would not hesitate to recommend a career here.