INDEPENDENT Vs. RESTRICTED

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

Testimonials

Paul really knows his stuff and has opened my eyes to a few products recently, such as relevant life policies, which offer tax benefits to company owners. He is a great guy and I wouldn't hesitate to recommend him to my clients.

Keith from Towcester

I was really pleased with the amount of time my Advisor took in explaining the proposals. I was also pleased that he was so patient with my questioning - trying to understand financial matters when One isn't as familiar with them as the Advisor can be challenging but Paul has been great, listened to us and answered all our queries clearly

Chris of Milton Keynes
 

CALL US NOW   T: 03452 411102 T: 01908 380505

Alternatively send an email enquiry

Request a Call Back

:

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

facebook