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.
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.
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.
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.
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.
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.
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.
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.
For the third year in a row Fotis has qualified as a Top Rated adviser in the VouchedFor Top Rated guide. Learn more by clicking here.
Once again, we are delighted that Fotis was included in VouchedFor’s top-rated adviser guide in 2020. You can read more by clicking here.
We are delighted that Fotis was included in VouchedFor’s top-rated adviser guide in 2019. Featured in The Times, the guide showcased the advisers who received the highest ratings from their clients on VouchedFor. You can read more by clicking here.
Elisabeth Burgess Jones, Chair of North London Hospice, London
A client since 2005
Deborah, Essex (now retired in Norfolk)
A client since 2006
A client since 2010
A client since 2015
Paul and Sian Stewart, Fords Management, Essex
Clients since 2007
Dennis and Coleen, London
Clients since 2014
Celia Stapleton, Kent
A client since 2013
A client since 2016
Peter, Petts Wood
A client since 2018
Thomas, Petts Wood
A client since 2007
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.
Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.