Why choose us

Investment Sense is a catalyst for change in financial services

We’re positioned firmly on your side, aligning our business to meet your needs.

We work differently to many other financial advisers and planners. This is 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.

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.

Rob

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.

Jan

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.

Mark

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

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

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.

Steve

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

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!

Jenni

So why should you trust us with your financial affairs? Here are seven good reasons:

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All your financial solutions 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 financial planners.

Not only does our website give you truly independent information on a range of financial matters, but our team of planners are also 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.

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.

Best Buy Savings Accounts

Financial Advice from specialists - with no obligation

If you want to benefit from ongoing advice, face to face or over the phone, we can set up an initial meeting for you.

Initial meetings are without cost or obligation, which gives you a chance to get to know your financial planner. At this meeting we’ll take time to get to know you, understand your needs and your existing financial affairs; we’ll 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.

All our financial planners specialise in specific areas of financial planning, which means you can be sure you are dealing with an expert. What’s more, they are all independent, experienced and highly qualified.

Meet our team

A free, regular newsletter

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. Plus, we provide even more information on great money- saving deals.

It’s important that you know we never sell or pass your personal data to a third party and if you want to unsubscribe from our newsletter, you can do so at any time.

Sign-up to our newsletter

Independent and committed to remaining so

Many financial advisers and planners 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.

According to our clients, we’re great!

We actively encourage clients to provide feedback on the advice, service and information we provide to them.

What our clients say

Our fees

Our specialist financial planners are committed to ensuring that you receive value for money.

Find out more

Are you ready?

If you’re ready to start planning your financial future, contact us today for a free, no-obligation meeting.

Contact us