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Investment Sense will help you get from where you are financially, to where you want to be. Whether you’re looking for advice or simply information, you’ll find it here.

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Bev was amazing; she talked me through all of my options and sorted everything out. It was a wonderful day when I asked her “Could I retire now?” and the answer was “Yes!

Nottingham, A client since 2017

We really appreciated how Bev took the time to understand our approach to risk. She gave us the information we needed to make informed decisions about our money.

Nottingham, A client since 2019

Bev is comprehensive without being over-whelming. Ultimately, Bev removed the worry of making decisions that we wouldn’t have otherwise considered, and we are very grateful for that.

Yorkshire, A client since 2012

I feel much more in control of my own situation and I know I’m being taken care of. I would highly recommend Investment Sense to anyone. So much so, I started my own company a year ago and have asked Sarah for further guidance.

Somerset, A client since 2014

When we were looking to purchase a commercial property via our pension fund, we were struggling to see a clear pathway through the process, Sarah’s expertise ensured the process was explained clearly and gave us confidence when discussing with lenders and the SIPP provider.

Emma & Andy
Leicestershire, Clients since 2014

Sarah has been our IFA for almost 10 years now, and has been absolutely superb in helping us financially through the process of retirement - always as helpful as we could possibly ask. Any assignment we give her is completed efficiently, and easy to understand.

Tim & Jo
North Yorkshire, Clients since 2010

Sarah has provided an excellent service to us, our family and friends. Her advice is carefully considered and her recommendations are tailored to fit the individual requirements.

Nottingham, A client since 2011

I have been with Investment Sense for the past ten years. During that time I have been given excellent guidance and advise on Pensions and investments by Sarah and her team. Their friendly family sense has helped me with my ‘no idea of what to do’. I look forward to using their services for many more years to come.

Maggie Bryant
Berkshire, A client since 2010

We work with people who are:

Planning for retirement

At retirement

Already retired

SIPP holders

Our team

All of our financial planners are highly qualified and we each specialise in specific areas. We are encouraged to continue with our professional development, and keep up to date with the latest changes which will affect our clients’ finances.

However, our experience is not just proven by our academic qualifications. It’s demonstrated through years of working with a wide variety of clients, understanding their needs and putting in place the right solutions.

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