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Unbiased Financial Planning

FCA Registered name:Unbiased Financial Group LLP

Company description:Our aim is to help you achieve your life goals. By understanding your vision for the future we can provide added value as your trusted financial adviser. We are proactive and are continuously developing innovative solutions to support you. We wanted to create a fresh approach in order to provide a totally independent service, based on investment performance. Each client has differing needs and a desire for a high level of reliable service to reduce the stress in our lives. We have therefore not created a product but a unique tailored personalised offering. We wish to create a long-term relationship with you, to understand your motivations, goals, lifestyle and views on risk. We have developed a wide range of adaptable solutions. Each solution uses active multi-manager fund management to protect and grow your wealth. Also, only when you attain your objective do we charge a performance fee. We empathise with your needs and share a common goal as we also invest in the same funds.

To see a list of all Unbiased Financial Group LLP offices registered with MyLocalAdviser.co.uk please click here.

Office Contact Information

Office type:Head office

Office address:
37 Dorset Road
London
Greater London
United Kingdom
SW19 3EZ

Office Details:

Office description:We have been supporting clients in achieving their aims and objectives for nearly 30 years. Our clients can meet with us in our office or our advisers offer home visits within the London area. We feel it is important to spend the time getting to know you and your circumstances and will carefully consider your personal situation and appetite for risk before recommend suitable products from the whole of the market. We are actively involved in our community, and are proud to look after our local hospice.

Alastair Croswell

Financial Adviser

Contact details:

Type of advice:Protection - Insurance - Mortgage - Pension - Investment

Personal statement:I look provide a personal high level of service to clients throughout Wimbledon and the surrounding areas. Both on an individual and group business i want to make sure everyone and every employee understand financial matters that can at first glance look complicated

With over 12 years’ experience in the Financial Services industry, I’m confident in my ability to provide the right advice in a professional and courteous manner. I am a fully-qualified IFA that provides everything from Group Pensions to Investments to Long Term Care, Equity release and Mortgage advice as an when required.

I understand that all clients are different and enjoy assisting experienced achieve their goals and create maximum value from their existing portfolios.

I offer a free initial consultation to all new clients, so please contact me now or visit my website for more information.

Ian Hart

Managing Partner

Contact details:

Type of advice:Protection - Insurance - Mortgage - Pension - Investment

Personal statement:The aim of Unbiased Financial Analysis together with Unbiased 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.

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Company Profile

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Unbiased Financial Planning

Office Contact Information

Advisers at this office

Alastair Croswell

Ian Hart