Thank you for completing our questionnaire!
Based on the data you have provided, our system has matched you with 3 suitable firms.
We will pass on your details to the financial advisers listed below, and they will be in touch with you directly.
We have carefully selected these advisers based on your needs, and they’re fully FCA-regulated with experience helping clients just like you.
Fairview Financial Management
The team at Fairview Financial Management specialise in working with people planning for retirement or already retired, business owners, high-earners and people going through a major life event like divorce, redundancy, bereavement and advising those that have a lump sum from an inheritance, sale of a business or windfall. We’re also a whole-of-market mortgage broker with a particular specialism working with first-time buyers, self-employed people and company owners, and arranging high-value mortgages. With over 200 verified reviews online, we pride ourselves on making a genuine difference to the lives of our clients.
SERVICES OFFERED
- Critical illness
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Mortgages
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
Verso Wealth Management
What sets Verso apart in the world of wealth and investment management is our commitment to understanding our client’s goals. Many advisers and investment managers focus on building and protecting wealth, but we recognise that the route to financial success lies in the ‘why’. Our dedicated advisers first engage with you to understand your financial goals. We don’t just create strategies; we craft them to align with those goals. Our process enables you to clarify your financial objectives and once we’ve truly understood your ambitions, our team rigorously researches and evaluates every facet to tailor the optimal plan for you. […]
SERVICES OFFERED
- Critical illness
- Final Salary Pensions
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Mortgages
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
Lathe & Co Wealth Advisors
At Lathe & Co we consider ourselves a different breed of financial advisers. From the way we work to the culture of our team, we are proud to be different. Truly Independent We have no sponsorship from asset managers and no affiliation with any networks, consolidators, or tied businesses. Instead, we consider the whole market and entire investment universe. So you know our advice is based on nothing other than what’s in your best interest. This is something we like to shout about. Preferential Access Because of our relationship with our research partner, our clients are able to access funds […]
SERVICES OFFERED
- Critical illness
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
This is How our Free Service Works
1
We will automatically connect you to the 3 firms that our smart tool has identified as best suited to your needs.
2
The key financial information you have provided through our questionnaire are encrypted, securely stored, and kept confidential.
3
Each adviser will contact you to arrange a no-obligation meeting, helping you explore the best financial solutions for your situation.
Now get prepared
Our aim is to help you navigate through the jargon and hear-say to get to the service providers who best serve your needs, quickly and efficiently.
Before you go to the next stage of discussing your requirements with us, have a read of our free downloadable guide about interviewing wealth managers.
This guide will start to highlight some of the subtleties around what the companies offer, and more importantly how you can use that information to your advantage.
We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution. We look forward to talking with you.

Lee Goggin
Co-Founder
