Investment Sense is a catalyst for change in financial services. We are positioned firmly on the side of you, the consumer, aligning our business to meet your needs and working differently to many other financial advisers.
Our main differences are shown through the culture of our business, the plain English we use in all our communications and the great service we offer to all our clients. You just have to take a look at what our clients say about us to realise this isn’t just lip service.
We don’t stop listening either, which means our services continue to evolve with new features being added to our website all the time.
So why should you trust us with your financial affairs? Here’s 10 reasons:
1. All your financial needs in one place
The Investment Sense website offers a solution to all your personal finance needs.
Whether you want advice or information, you can be sure that our website is totally independent and unbiased; the same is true of our advisers.
Not only does our website gibe you truly independent information on a range of financial matters, our team of advisers are on-hand to answer your questions and give you advice. You can also take advantage of our free services to help you plan your financial affairs.
2. We are authorised and regulated by the Financial Conduct Authority (FCA)
We take our obligations seriously and are happy to be bound by FCA rules and regulations with regard to both the information and advice that we provide.
You can confirm that we are authorised by the FCA simply by following the link below and entering our Firm Reference Number (FRN), which is 515511:
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 and informative; we don’t just tell you the headline interest rate, we give you all the information you need.
The tables rival the best known comparison sites in their breadth of data. Not only do we publish the best interest rates for personal savings accounts, but also for SIPPs, SSASs, businesses, trusts and charities.
4. Financial Advice from specialists with no obligation
You may want to develop a relationship with a financial adviser and receive advice, face to face or over the phone.
All our financial advisers specialise in a small areas of financial planning, which means you can be sure you are dealing with an expert.
What’s more all our financial advisers are all independent, experienced and highly qualified.
Initial meetings are without cost or obligation, which gives you a chance to get to know your adviser. At this meeting we will take time to get to know you, understand your needs and your existing financial affairs; we will also explain how we work and our fees.
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.
5. Register for our newsletter and get even more information and great money saving deals
Sign up to our newsletter and you will benefit from a monthly round up of all the latest news and views which affect you and your finances.
It’s important that know we never sell or pass your personal data to a third party and should you wish to unsubscribe from our newsletter you can do so at any time.
6. We are Independent and committed to remaining so in the future
Many Financial Advisers are tied to one or maybe just a handful of companies, this naturally provides a bias to their advice, as the products and solutions that they can offer are restricted.
We passionately believe that for us to provide the best quality advice, service and information to you, we need to be independent.
You have our commitment that we will always remain independent and unbiased.
7. 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:
“The gold standard for financial advice, thank you.”
“You could not have helped more, many, many thanks for your help and professionalism.”
“Given all of the recent publicity regarding Annuities I was determind to shop around for the best deal. However, I was apprehensive about finding a reputable company who could source the highest annual income from my pension fund. Finding Investment Sense on the web I was able to check that they were a genuine company. The proceeded to obtain a pension for me some £400 per year higher than the original figure quoted to me. All done most quickly and very efficiently!”
“I cannot see how anyone could have been more helpful.”
“I was pleased and impressed that you understood my situation and concerns and provided me with full information and advice about the choices I had.”
“Starting from the information on your website the advice and team was great. Simple to understand from your articles and case studies. Our adviser was most helpful and made complex matters simple to understand.”