Advice Rooms
Initial consultation free
Independent
Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
We can advise you on
Clients
helped
370helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Adam Neal
Financial Adviser DipFA LIBF
Mr Jon Thompson
Senior Manager DipPFS AFPC G60 G10
Mrs Tracy Muller
Adviser Liason / Paraplanner
What our clients say
d
Dean
Professional service and nothing is too much trouble. Would highly recommend Adam to help with your financial advice.
s
Susan
I would rate Adam and his team 10/10 for service as they are always there to assist me. They are very professional and make everything easy to understand.
a
Adam
Adam has handled 3 generations of my family's financial affairs and is a professional who you can wholly rely on to have your best interests in mind. We are extremely happy with his services and...
Legal information
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