Why choose us | Bespoke financial advice

There are many reasons why our clients choose to work with us and why they’re confident to recommend us to others. Here are just a few.

Let our clients explain

We’ve asked some of our clients to explain the best things about working with us and why you should choose us as your financial planner. Click on the image to learn more.

We are Financial Planners

Whilst many financial advisers focus on selling products, financial planning stems from a thorough understanding of our clients’ goals, aspirations, challenges and concerns. Years of experience have meant we have the skills and expertise to truly listen to what it is you want from your future, then create a financial plan that acts as a step-by-step guide to achieving the lifestyle that you want.

We are independent

Our independent status complements our approach to financial planning. As an independent firm, we are able to recommend products and providers from the whole of the market. This freedom means that you can rest assured that we will never simply sell you a product. Instead, our recommendations are careful, considered and custom-made for your individual circumstances.

We are family-focused

A family man first and foremost, our Financial Planner Fotis believes firmly in financial planning that has your best interests at heart. After all, we believe money is just a tool to create happiness. Products and providers will never influence our work; instead, it’s you, your family and your goals for the future that drive the recommendations we make.

We are local

Our clients usually live and work within the local Bromley area, including Beckenham, Petts Wood and Chislehurst. We like to think of ourselves as a local firm; here, on your doorstep, whenever you need guidance.

We are trusted

In an age of financial scams, it’s more important than ever before to ensure you select a financial professional that you can trust to provide both sound advice and an honest service. We are directly authorised and regulated by the Financial Conduct Authority (FCA) and you can find our entry on the FCA register here.

We are highly rated and recommended

In a recent client survey, 100% of our clients reported that they’d recommend us to friends, family and work colleagues. 100% of clients also said they believe working with us has helped/will help them achieve their financial goals. Fotis has also been rated highly and reviewed by our clients on VouchedFor; an independent, verified platform that allows individuals to rate their professional advisers.

We are VouchedFor ‘Top Rated

For the fourth year, Fotis has qualified as a Top Rated Adviser in the VouchedFor Top Rated Guide. Learn more by clicking here.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We’re delighted to have been included.

What our clients say

My experience is that Fotis has been the most thoughtful, attuned and pragmatic of advisers. Most of all, I feel safe with Fotis; he is tuned into my way of life, and respectful of the anxieties that I have about investment risk. In my experience, Fotis has always sought to understand what matters most to his clients, and is positive, kind and genuine in his pursuit of the best options for all his clients, whatever their situation. I absolutely trust Fotis to act in my best interests.

Elisabeth Burgess Jones, Chair of North London Hospice, London

A client since 2005

Under Fotis' stewardship, our investments have grown steadily with a very good return and helped us purchase our ‘dream home’. Aside from his obvious talent in his field, Fotis is a thoroughly nice chap. He is trustworthy, thoughtful and empathetic. As a same-sex couple, he has treated us with the utmost respect from our first meeting. His support and know-how have seen us through demanding careers, family bereavements, two house moves and a serious illness. Quite the journey! Now his financial planning skills are supporting us in our early retirement. We are having a marvellous time. We scarcely sit still, France, Italy, the Norfolk Broads, Essex, Portsmouth! We can recommend Fotis without reservation and thank him for his continued efforts on our behalf.

Deborah, Essex (now retired in Norfolk)

A client since 2006

Fotis is an excellent adviser. He’s friendly, always has our best interests at heart and always makes time to understand our position. He’s so good I’ve even recommended him to my mum!

James, London

A client since 2016

In a world full of sharks and unscrupulous people, wanting to sell you the wrong products just to make themselves a quick buck, this is where Fotis comes into his own. Always there to provide the correct and honest advice with no pressure, he makes something which can be stressful, not stressful at all and in fact it becomes an enjoyable experience. Keep up the great work.

Ricky, Romford

A client since 2010

Having worked for 35 years and taking voluntary redundancy, I needed to know if all the pensions I had garnered over the years would allow me to retire before 65. Fotis wrote to all my pension holders and got final figures, gathered all the monies into one pot and presented me with options for my life going forward. For sure, I do not have to go back to work and can enjoy retirement without stressing about money.

Colin, Essex

A client since 2015

Fotis clearly explains each financial planning tool in layman's terms so that it is easily understandable. He understands both our needs and limitations extremely well and tailors the discussions accordingly. Fotis provides constructive advice and always suggests that we take some time to consider all the possibilities before making a final decision. He is very patient - even when some concepts need to be explained more than once.

Paul and Sian Stewart, Fords Management, Essex

Clients since 2007

We met Fotis some seven years ago through a networking event while he was developing his business. I have spent a great deal of my working time away from home (up to thirty-five weeks some years). We needed somebody local that we could trust. We have found Fotis to be honest, reliable, hardworking and very conscientious. His product knowledge, market awareness and skill with figures second to none. His planning and preparation are to be admired. A follower of Tottenham Hotspur and family man all provide ease of conversation. Fotis has his challenges with clients like me who have no attention span for figures!

Dennis and Coleen, London

Clients since 2014

Fotis met with us offering flexible times to visit us at home, coped with my partner's disability well, pitched the explanations at our level of understanding and provided us with plenty of information and time to make our minds up. He used plain English and visual examples but was very concerned to ensure we understood the decisions and choices open to us. He is easy to get hold of.

Celia Stapleton, Kent

A client since 2013

Fotis has shown consistently over a number of years that he can deliver excellent results in a very personable way in all areas in which he operates - we have been very impressed from start to finish.

John Lucas, Managing Director at CLP Insurance, London

A client since 2007

When considering the options I had when it came to receiving financial advice, I can honestly say I felt in safe hands with Fotis. He is very personable and trustworthy. I look forward to working with Fotis for many years to come.

Claire Pryke, Director at Chalk Media, Essex

A client since 2013

I was in need of professional guidance as I had recently started a new business. I wanted someone I could feel comfortable with: someone who could talk to me at my level and explain everything fully. I have never regretted my decision to choose Fotis. He puts my interests first and talks me through essential financial factors, allowing me to make those important decisions about my future with his guidance. He also guides me towards positive decisions which will ensure that, once I retire, I will have made good allowance for long-term needs. I wouldn’t hesitate to recommend Fotis to others in the same situation.

Linda, Dartford

A client since 2016

Very professional, no messing advice, sound forward planning program explained in easy, understandable steps and a good understanding of where I want to be financially in the future, with achievable goals again explained in a way I really do understand.

Jamie, Welling

A client since 2013

Our relationship with Sentient Wealth is relatively new but what we have experienced so far is an in-depth personal touch with a clearly articulated illustration and focus on our future financial health. We have been taken through a step-by-step journey in order to fully understand our needs and aspirations and then arrive at recommendations and the implementation of a realistic plan. We look forward to regular, on-going monitoring, feedback and engagement on how it is all going.

Peter, Petts Wood

A client since 2018

Fotis puts you completely at ease and grasps the nature of your concerns immediately. He is efficient and has a depth of knowledge so that you can question him about anything! Most importantly he is genuinely one of the nicest people I have ever met.

Sian, Billericay

A client since 2007

Fotis is a no-nonsense, experienced, friendly professional. As a professional myself, it is the person you deal with rather than the organisation that counts. Someone who knows you and your financial affairs and works with you throughout your career brings the continuity that is essential for a successful relationship.

Thomas, Petts Wood

A client since 2007

Contact us

If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.

Find us

Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.

Let our clients explain

We are Financial Planners

We are independent

We are family-focused

We are local

We are trusted

We are highly rated and recommended

We are VouchedFor ‘Top Rated

What our clients say

Contact us

Find us

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