Why should I use your company for financial advice?

We offer expert financial advice but without the expensive price tag. We are able to do this as we are more efficient than most financial advisers, mainly through the use of technology. This enables us to keep our charges low whilst providing you with expert advice from expert Financial Planners.

How long has FinsBridge been trading and what are your credentials?

FinsBridge was launched in July 2020. We are a new business but we have a lot of experience. We have over 30 years’ experience working in the financial advice sector. We believe we have the best of both; experience but the energy of a new way of delivering financial planning to give you the best possible service and experience.

We are a trading style of Aegis Financial Planning, which is led by John Boss, a stalwart in the wealth advisory sector with over 2 decades of experience.

Why are you any different from other financial planning firms?

A lot of advisers have been doing the same old thing for many years. We are different as we want to deliver a brilliant service, by expert financial planners, at a competitive price. We have embraced the possibilities technology can provide to create a truly modern approach to financial planning.

Can you help if I already have a financial adviser/planner?

Absolutely. We would be delighted to talk to you. Our goals is to provide awareness and transparent information. We can do a complimentary no-obligation review of your existing investments, pensions, mortgages and insurance policies offer good value for money and are aligned to your goals. Book your introductory phone call with a FinsBridge financial planner today to have an informal chat about how we can help you.

If I want to meet with you face-to-face, can I do this?

Absolutely. We would be delighted to meet with you face-to-face if that is your preference.

I think I don’t need much help with my money – why do I need a financial planner?

In our experience, most people can benefit from proper financial planning. A financial planner will help you fully understand your financial position, help you clarify your goals, and put a plan in place to help you achieve your goals. Besides, if we don’t think we can add anything that would help, we will tell you.

Do I need to use all your services or can I just pick and choose the things I want?

We are passionate about delivering what you want. This is all about you so if you want to just use aspects of our service that is more than ok.

Do you provide your advice on an ‘independent’ or ‘restricted’? basis?

We offer completely independent advice. This means we are completely free to recommend the very best products available to every client. Our Financial Planners and research team scour the whole market to bring our clients the very best solutions to help them achieve their goals.

How do I know how much I will be charged?

We are passionate about making sure you completely understand the amount you are being charged. All charges will be disclosed to you in writing in advance of advice implementation. We do not have any external shareholders or expensive overheads, so are very competitive in our pricing..

Are your clients happy with the service they get from you?

As part of our commitment to providing the very best service possible to all our clients, we believe that getting feedback is crucial. We conduct regular client satisfaction surveys and always use the feedback we get to improve FinsBridge further. You can see a list of testimonials on our website. We publish all the feedback we get so you can be sure of an accurate picture of how our clients view the quality of the services we provide to them.

Do you have a ‘typical’ type of client?

No, not really. We work with a range of different clients. From those in their early twenties who are looking to plan for their long-term happiness to those in retirement looking for help organising their estate, we work with clients of all ages. We also work with very wealthy clients as well as those of much more modest means. There really is no typical client. We find that many fall into one of a number of categories, each with different needs, but we understand that every client is an individual with unique goals, hopes and ambitions that we help to fulfil.

Are your services only for very wealthy people?

No. Our services have been designed for everyone. We use the latest technology to ensure our costs are lower than many traditional financial planning firms. This means that we can offer services to everyone – not just the ultra-wealthy. Whatever your net wealth, we can help you identify, achieve and maintain your desired lifestyle, simplify your finances and make your investments work harder for you.

Do you advise on tax avoidance schemes that can help me lower my tax bill?

No. We are not in business to help our clients artificially manipulate their tax position. Although we do offer tax planning services, we only ever recommend legitimate ways to mitigate tax – like ISAs, pension planning, VCT/EIS and and using basic trusts. We never recommend our clients use ‘exotic’ or ‘aggressive’ tax planning schemes that are likely to be against the spirit of the UK taxation legislation. Our job is to help our clients minimise the tax they pay within the tax rules, not bend those rules or get around paying legitimate tax. If you are wanting to artificially lower your tax bills, we suggest you seek alternative financial planners or tax advisers.

We have advisers based in Kent and Hampshire and some of our clients are based in the south of England. Because we actively use virtual meeting technology, we have most clients in all parts of the UK. We are happy to see clients face to face within 50 miles radius from our Central London offices, with other clients we have virtual online meetings. We do not advise clients based outside of the UK.

Can you answer another question that isn’t listed here?

Certainly. First, you might want to check out the other FAQ pages to see if your question has been answered already. If not, please contact us or use the ‘live chat’ at the bottom right of every page. We’d love to answer any questions you have about FinsBridge and how we can help you achieve your financial goals.