Helping you navigate a financial jungle.
Onvestor is a new kind of financial advice business.
We don't just sell you products and let you figure out how the financial jungle works. We're modern, real-world and straight-talking. We’ll quickly understand your current situation and where you want to be, and we’ll pull together a realistic financial plan to make it happen.Get started, free
Why should you have a financial plan?
Most people have enough going on in their lives in the present without having to worry about the future. When it comes to your finances, however, the future is one thing you really do need to take seriously.
We know that you may well be focussed on a particular financial product - for example a mortgage for your first (or next) home, savings for a rainy day, pensions for the retirement that will come someday, wills (a need for 100% of us!), or even little things like utilities and products to help you manage spending.
However, simply buying financial products one-by-one is a little like taking each step in a jungle without a map. You need a plan, and you may need help in building one.
That’s why we’re here. We help our clients build a well thought-through financial plan to realise their short, medium and long-term objectives – making provision for the retirement they want and everything else they want to do along the way.
This involves your whole financial life:
- Pensions & Investments
- Tax & Estate Planning
- Loans & Borrowing
- Everyday Spending
Why do you need financial advice?
Getting your finances looking ship shape and future-proof is no small task. With a lot of time and resource, you probably could find yourself a great mortgage rate, keep up to date with how your pension and other investments are performing, and prepare yourself for every eventuality in the future.
The problem is, time and resource is something that most people don't have. Even if you did, would you be able to stitch it all together into a plan which works?
That's where Onvestor come in. It's our advisers' job to research the most suitable financial products on the market. It's their job to get to know you and your goals. Then they can use their years of experience to help create a plan that means you can live how you want to, without worrying about money.
The Onvestor Service
We want financial advice to be easily accessible to as many people as possible. We are obsessed with customer service, and aim to deliver real value to our clients' lives with as little hassle as possible. We're available whenever you need us, preferring communications through phone, video call and emails in order to keep costs lower for our clients.
To prove ourselves, we offer a comprehensive, no obligation financial review, absolutely free. After finding out some information about your situation, our review provides you with solid recommendations on how to make real improvements to your finances. It goes like this:
Complete our questionnaire
(We've made it as easy as possible)
In order to review your current situation, we need some basic information about your current investments, expenditure, savings and personal situation.
Have a short chat with one of our advisers
A brief chat just to fill in any missing information about your situation and to discuss your future plans with a human.
Receive your financial review in the post
Give us about a week, and you'll receive your review in the post. It's easy, free, and genuinely helpful. An adviser will then discuss any questions with you and help get started with any recommendations you'd like.
If you choose to proceed with any financial advice from Onvestor, you'll receive access to the most suitable financial products on the market, along with personalised advice from your adviser and an app* that allows you to keep track of all your investments on-the-go.*Due late 2019.
Get started with your free financial review.
(It's worth £1000)
Get the ball rolling by simply letting us know your name and a way of contacting you. You’ll receive an email with a questionnaire that will form the basis of your financial review.