Putting our clients first

Financial services has a chequered history when it comes to doing right by its customers.

Ensuring we put your interests first is at the heart of everything we do. Here are some key examples of how we ensure this.

Low upfront fee

Gives you a great deal whilst re-affirming our aim to work with you for the long term.

Incentivised to look after you long term.

Fair ongoing fees

Exceptionally fair annual fees, the percentage rate reducing with sums invested.

Fair fees - long term.

No initial fees for top-ups/switches

No new upfront fees for adding extra money or switching funds in future

No unnecessary fees

Salaried staff

Our advisers have no incentive to recommend anything other than what is best for you.

No incentive to 'sell'

No hospitality

We're busy looking after clients and don't want to feel we owe 'favours' to any provider.

True impartiality

Clear communication

We don't use smoke and mirrors to try and hide anything.

Easy to understand advice and charges

Can we help?

We expect to save you a lot of money versus comparable services. To arrange an initial 10–15 minute chat call us on 0203 397 7280 or click below.

Call me back
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6 Riverside Court
Bath
BA2 3DZ

0203 397 7280
hello@candidfinancialadvice.com

Candid Financial Advice Limited is authorised and regulated by the Financial Conduct Authority. FCA number 630986. Registered in England and Wales, company number 8261124, 6 Riverside Court, Bath BA2 3DZ.

Decisions should not be taken based solely on the content of this website, individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. Tax planning is not regulated by the Financial Conduct Authority. We are not responsible for the content of external links. The content on this website is aimed at UK residents.

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© Candid Financial Advice Limited 2013-2022