The aim of Unbiased Financial Analysis together with
Financial Planning is to help both private and business clients organise their affairs to achieve their financial goals.
We are totally independent and therefore work solely for the benefit of our clients providing completely impartial advice.
We believe that our approach to investment management is unique and that it offers significant long-term advantages. We operate on a performance fee basis which aligns our goals with yours.
We have an average age of over 50. We are Chartered Fellows or Associates of the Chartered Insurance Institute (CII), Chartered Institute for Securities and Investments Institute (CISI), and Personal Finance Society (PFS). We strive towards the highest standards of professionalism, integrity and knowledge in each of our chosen fields. We hold an Ethical Investment Planner of the year award and an IFA of the Year Award. We are regular contributors of articles to the financial press and have made TV and radio appearances.
We are continuously developing our skills to keep them up-to-date and have also adopted the PFS 'Code of Ethics and Conduct'. The key values from the Code of Ethics and Conduct are:
We will act with integrity, honesty and openness in everything we do for and with you
We will absolutely respect the confidentiality of our working relationship
We will meet the deadlines we set, within our control.
Unbiased Financial Analysis
You are the sole judge of our performance. We believe totally that your perception of our performance is the reality. If anything we do falls short of your expectations, then you can stop the active monitoring at no further cost to you.
Unbiased Financial Planning is authorised and regulated by the Financial Conduct Authority. With offices in both the Wimbledon and Bournemouth areas.
Registered office: 37 Dorset Road, London, SW19 3EZ
Telephone: +44 (0)20 8715 4004
which is authorised and regulated by the Financial Conduct Authority no 726137. Unbiased Financial Analysis Ltd. Registered Office and Business Address: 37 Dorset Road, London, SW19 3EZ, Registered in England no:06564739. Terms and Conditions. Site developed by TC Designs.
+44 (0)20 8715 4004
firstname.lastname@example.org 37 Dorset Road, Merton Park, SW19 3EZ
Unbiased Financial Analysis (UFA) is a trading name of
Unbiased Financial Group LLP.
which is authorised and regulated by the Financial Conduct Authority no 726137. Terms and Conditions.
Site developed by TC Designs