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Independent Financial Advisers (IFA's) in Surrey

During this stage of the initial process we can recommend suitable products and providers that will work within your financial plan. Being independent financial advisers we have no bias or ties to any particular company. We can research the whole of the market to identify the best products available.

Indeed, one of the areas of the avenir service that separates us from regular independent financial advisers is the amount of time we spend researching new products and ideas. A key aspect of this is our membership of The Brooklands Group. The Brooklands Group is a group of 15 forward thinking financial planning firms coving the whole of the UK who meet on a monthly basis to discuss new ideas and strategies that may be useful to our clients. We use our combined “buying power” to negotiate reduced costs for products and access to investments that would not be achievable otherwise. We can also get bespoke products established to meet the needs of our clients in this ever changing market.