Recent changes in the industry have led to a lot of independent firms moving to a ‘Restricted Model’. We feel real value for clients can only be maintained where there is no integration with product providers… it is that simple.
As independent advisors, we are able to look at the market as a whole and assess which options will be best for you. Unlike restricted firms who only offer a restricted scope or apply limiting aspects to the advice process; we can examine the whole market and see which areas best suit your portfolio and planning needs. Don’t take our word for it, here is what some leading experts have to say:
“The Golden Rule: If you're using an adviser, always, always, always ensure it is an Independent Financial Adviser (IFA).” - Martin Lewis, money saving expert - www.moneysavingexpert.com
“We do not have a label of “whole of market restricted”. We have INDEPENDENT or we have RESTRICTED,” - FCA technical specialist Rory Percival
CALL US NOW T: 03452 411102 T: 01908 380505
Alternatively send an email enquiry
Data protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK. Odyssey Wealth Management Ltd, Registered Office: Home Ground Barn, Pury Hill Business Park, Alderton Road, Towcester, NN12 7LS. Registered in England number; 08756989
