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

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.

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