We’re a privately-owned company, founded in July 2010. We have access to the whole of the financial marketplace. This means you’ll benefit from truly independent, impartial advice on the very best solution for your personal or business situation.
We are open and ethical in all we do and we act with the utmost degree of professionalism and integrity at all times.
We operate a transparent charging structure, agreeing all fees with our clients in advance of searching and analysing the market, and we always put our clients’ best interests at the heart of our advice.
Our fees can be either a flat fee for our research and recommendations, or as a percentage of the investments you make. Once your personal plan is in place, we charge an ongoing fee for regular reviews and updates. If you decide against putting your plan into action, we charge a flat fee which will have been explained and agreed before any work begins.
Everything we do is guided solely by your individual circumstances, financial capacity and desired outcome, and comfortably within your agreed risk range.
We act entirely in your interest: our proposal and the actions and products we recommend have been chosen because of our honest belief that they are the best fit for you.
We respect and look after your financial wellbeing as we would our own: diligently, intelligently, transparently and with absolute integrity and decency.
We’re proud to have an extraordinarily high client retention rate, but we’re never complacent. Read what our clients say about our financial planning services. We will be happy to can provide you with direct client contacts for further reassurance
If you’d like friendly, professional and, above all, prudent independent financial advice, please contact us today.
Altyx Financial Planning Ltd is directly authorised by the Financial Conduct Authority (FCA) in the UK number 514290. Incorporated in England and Wales, number 7013960. Registered office: Linen Hall, Suite 516, 162-168 Regent Street, London W1B 5TF.
We are also authorised to provide insurance mediation to clients residing in France through the European Insurance Mediation Directive (IMD). You will find us on the “Organisme pour le registre des intermédiaires en assurance” (ORIAS) register. Our team is qualified and registered in the United Kingdom with the FCA, and in France at the “ChambreNationale des Conseillersen Gestion de Patrimoine”, which serves as a proxy of the “Autorité des Marchés financiers” (AMF).
At Altyx Financial Planning, we only use recycled paper, we treat our staff ethically, we offer Skype meetings instead of travelling where appropriate and we recycle all of our non-confidential office waste.