How we work

As Independent Financial Advisers we are not tied to one company’s products and, therefore, are free to give impartial advice on a wide range of financial products from different providers. We use advanced computer software and various other methods to research, compare and select the most suitable deals/products currently available for your particular circumstances.

We can review your existing financial situation, discuss your priorities and reach a realistic assessment of your needs. We will carry out a ‘needs analysis’ based on your current situation and, taking into account any specific plans and/or targets you may have, we can then advise you on anything from a short term financial objective to a long term financial plan. For this, you will need to set aside some time to talk to us. An initial meeting can take as little as 45 minutes for which there is no charge and no obligation.

We can offer you professional advice relating to your existing financial arrangements and suggest where they may be inadequate or where your needs are not covered at all. We can help you decide your financial priorities in line with your current income/monthly expenditure.

If you agree to proceed, all of our proposals will be fully explained and costed so that you will know exactly what we recommend and why before you agree to anything.

Mayfair Independent Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 191568 http://www.fca.org.uk/register.

Mayfair Independent Limited Registered Address: 29 Wood Street, Stratford-upon-Avon, CV37 6JG. Registered in England & Wales, No. 3889260.

Mayfair Independent Limited Correspondence Address: Mayfair Independent Limited, PO Box 7710, 22 South Molton Street, Mayfair, London, W1A 8BY.

Neither Mayfair Independent Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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