Website Call now
Website
Call

You Work Hard for Your Money Let Us Make it Work Hard for You!

At Financial Aims, we pride ourselves on providing a comprehensive and professional service to our clients. As Independent Financial Advisers, we aim to deliver unbiased financial planning in various areas, including regular savings, investments, pensions, mortgages, and protection. Our team is committed to helping individuals and businesses achieve their financial goals through expert advice and guidance.

Our Services

We offer a wide range of services, catering to the diverse needs of our clients. Our suite of services includes:

  • Investments: We provide expert investment advice, helping you make the most of your savings and investments. With over 20,000 funds to choose from, we can build an investment portfolio tailored to your financial needs.
  • Pensions: We assist individuals in planning for their retirement, whether starting a pension from scratch or transferring existing pensions into a new one that will work harder for them.
  • Mortgages: Our experienced team helps clients navigate the complex mortgage market, providing expert guidance on mortgages, remortgages, and Buy-to-Let mortgages.
  • Protection: We offer advice on critical illness protection, private medical insurance, salary income protection, and other forms of protection, ensuring you and your loved ones are safeguarded against life's uncertainties.
  • Corporate Financial Planning: Our team provides bespoke financial planning for businesses, encompassing group employee benefits, tax planning, and commercial borrowing.

Our Commitment

At Financial Aims, we strive to put our clients' needs first. Our team of experts is committed to delivering a personalized, professional service, ensuring you receive the best possible advice and guidance. We understand that everyone's financial situation is unique, and our goal is to provide tailored solutions that meet your specific needs and goals.

Our Credentials

We are authorized and regulated by the Financial Conduct Authority (FCA) and entered on the FCA register under reference number 502969. We are proud of our reputation for providing high-quality services, and we aim to continue serving our clients with the highest level of professionalism and expertise.

Getting in Touch

To schedule a free 1-hour consultation meeting at your home, office, or our office, please feel free to contact us. Our team is always available to discuss your financial goals and provide expert guidance. Contact us today to take the first step towards achieving your financial aspirations.

Reviews (2)
Write a Review
Positive: The reviewer is extremely satisfied with the financial services, which have improved their financial situation and led to growth in their pension and investments.

Review Summary

Financial Improvement

The reviewer, Croydon Bsac, has expressed their satisfaction with the financial services they received, which has led to significant improvements in their financial situation.

Investment and Pension Growth

The reviewer is particularly pleased with the growth of their pension and investments, which has left them feeling "really happy".