Every financial adviser will say they are different, very few are.

We do not say our advisers here at Investment Sense are different, talk is cheap. We prefer to use our actions, making your money work harder for you, to prove to you that we are different.

It’s all about relationships

Our advisers spend time building a relationship with you, understanding the needs of you and your business and getting to know how you like to work. This doesn’t involve hours of lengthy meetings, we like to work as efficiently as you do, but it is vital that we get to know you and your business.

We will also work with your other professional advisers, principally your Accountant and Solicitor, to ensure truly joined up thinking. A good working relationship between all of your advisers will produce better results for you and your business.

Our independence is vital

Being independent from insurance companies, banks, and fund managers really does mean that we can take a step back and survey the whole picture, putting your needs first and avoiding any vested interests.


Many people believe that effective delegation is the key to building a successful business.

By delegating to us you will have more time to spend running your business and doing what you do best. This doesn’t mean you will lose control, it simply means that we decide together what action will be taken and you delegate the implementation to us.

Dealing with the basics

The basics are often overlooked.

We will make sure that these simple, yet vital things are taken care of with the minimum of fuss leaving time to deal with frankly more exciting financial opportunities.

Your financial goals, both personal and business

We will spend time understanding what you want from your business, we will then use our knowledge and experience to review your existing arrangements and make recommendations to help you achieve your goals.

In a nutshell we will find out what you want, find out what you have got and tell you how to get from A to B.

Reviewing recommendations on a regular basis is key

Your goals may change, your business certainly will and things are never constant in the financial world.

Regular reviews, generally every six months or annually, will mean your financial affairs are as up to date as possible and on target to meet your goals.


You are an expert in what you do; we are experts in what we do. This means we both have knowledge that the other doesn’t, our knowledge and experience when it comes to financial matters means we have great ideas that really will help your business, we just need to understand more about you and tell you about them:

“Do you know how your pension can help the cashflow of your business?”

“How can your cash deposits work harder for you?”

“How can salary sacrifice help you and your employees?”

“Will auto enrolment push your cost base up?”

At any one time we have a huge number of ideas, give us the time it takes to drink a cup of coffee and we really will be able to help you and your business.

Not just ideas, delivery too

The best ideas in the world are not with a single penny unless they are followed through.

Efficient delivery is vital to our success.

Helping those who play a part in your success

Most business owners wouldn’t argue that great employees make a great company.

Most business owners are therefore keen to reward employees, but in these tough times it can be hard to strike a balance between profitability and the right benefits for your employees.

We are experts at reviewing existing employee benefits packages and suggesting creative alternatives to make sure you are getting the best possible value for money.

It doesn’t stop there, when we meet your employees to discuss or present their package to them we will do so in a way that provides maximum possible benefit to your business.

Where do you start?

Very simple, make contact with us, spare the amount of time it takes to drink a cup of tea or coffee and let us demonstrate how we can help you and your business.

See more for Businesses

Business Deposit Accounts


How your pension can help your Business