Collaboration is Understanding

Let’s strategise together.

Our Services

We aim to guide you in understanding and planning your financial future. We collaborate to fully comprehend your current finances, goals, and needs. Leveraging our expertise and cutting-edge technology, we provide customised solutions, including a clear financial roadmap and investment strategy to maximise your goal achievement opportunities.

Please see our review process below:

Initial Consultation

Our first meeting is dedicated to gaining insights into your financial objectives and requirements. We will also assess your risk tolerance and reach a consensus on the services we will provide, as well as the fees and compensation method.

Expert Advice

We will examine your needs, conduct independent research to identify the optimal solution, and compile a personalised recommendation report. This report will include a comprehensive breakdown of our advice, along with a transparent account of all associated fees and charges.

Implementation

Upon presenting the personalised recommendation report, we will work together to finalise and agree on the proposed solution. We will then handle all necessary application paperwork and proceed to implement the chosen solution.

Ongoing Service

To ensure your financial well-being remains on track, we will continually evaluate the need for ongoing service. This includes periodic updates to your objectives, reviews of your financial status and risk profile, and the preparation of review recommendations.

Forefront Independent Financial Advisory is a trading name of Opal Financial Management Ltd, an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Opal Financial Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference 602945.

Opal Financial Management Ltd. Registered address 7-8 Church Street, Wimborne, Dorset, BH21 1JH. Registered in England and Wales. Reg. No. 8544727.

Forefront Independent Financial Advisory

Head Office: 11 Golden Square, London, W1F 9JB

Surrey Office: 2 Borelli Yard, Farnham, GU9 7NU

Hampshire Office: Centaur House, Ancells Business Park, Ancells Road, Fleet, GU51 2UJ

Our Offices

The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

Terms and Conditions

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