Business Details
24 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2002, we are a wholly independent and privately-owned financial planning business dedicated to helping individuals and families manage and preserve their wealth. Our team of highly qualified consultants employs a structured investment strategy tailored to each client's unique needs and risk profile. We prioritise understanding our clients' long-term financial goals to create bespoke strategies that maximise opportunities while minimising unnecessary risks. Our approach combines real-time online access to investments with regular personal reviews, ensuring clients remain informed and engaged. We specialise in reducing the stress of financial planning by handling complex details such as tax liability minimisation and family protection, allowing clients to focus on their careers, families, and future.Our relationship with IWP Financial Planning Limited, authorised and regulated by the Financial Conduct Authority, provides access to advanced analytical tools while maintaining our client-centric ethos of care, integrity, and collaboration. With decades of combined experience, our consultants strive to become trusted advisers, offering impartial guidance on matters ranging from retirement planning to estate management. Our proprietary cash-flow forecasting techniques enable clients to visualise their financial journey across decades, answering critical questions about retirement timelines, educational funding, and asset protection. We maintain rigorous operational standards through robust processes overseen by our Senior Operations Manager, ensuring efficient service delivery across all client interactions.
Services
Financial Planning
Investment Advice
Retirement Planning
Tax Planning
Estate Management
Cash-Flow Forecasting
Portfolio Management
Details
- Year established: 2002
Highlights and features
- We have over 20 years of combined experience in financial services
- Our structured investment strategy adapts to individual risk profiles
- Real-time online access to investment portfolios with regular reviews
- Regulated by the Financial Conduct Authority for professional standards
- Proprietary cash-flow forecasting techniques for lifetime financial planning
Associations and certifications
- Financial Conduct Authority
What people say
Exceeds expectations
Pleasure to deal with
Personalised financial guidance
Professional expertise
Peace of mind
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual goals and risk tolerance. We assess clients' current financial situations, future aspirations, and market conditions to develop actionable plans. This service helps clients achieve objectives like retirement funding, education savings, and major asset purchases while maintaining appropriate risk levels.
Investment Advice
We provide expert investment advice through our Dynamic Portfolios, designed for market agility and volatility reduction. Our investment strategy considers clients' risk profiles and financial goals, using advanced analytical tools to monitor and adjust portfolios. This service aims to maximise returns while protecting capital across changing market conditions.
Retirement Planning
Our retirement planning service combines cash-flow forecasting with pension strategy development to ensure financial security in later life. We help clients determine retirement timelines, income requirements, and tax-efficient withdrawal strategies. This service addresses workplace pensions, personal pensions, and alternative retirement funding sources.
Tax Planning
We offer strategic tax planning to minimise liabilities while maintaining compliance with UK regulations. Our approach integrates tax considerations into investment decisions, estate planning, and income management. This service helps clients optimise their financial position through legitimate tax-saving opportunities.
Estate Management
Our estate management service focuses on protecting and transferring wealth to future generations. We help clients establish trusts, create wills, and implement protection policies to ensure their wishes are fulfilled. This service addresses inheritance tax planning and family financial security.
People
Maria Lawrence
Senior Operations Manager
With over 30 years in financial services, Maria has developed robust operational systems since joining Omnium in 2004. She oversees operational processes and leads the administration team, ensuring efficient service delivery.
Richard Allen
Financial Planner
A qualified financial planner with experience in London's financial sector, Richard provides independent holistic advice. He joined Omnium in 2015 after working with major bancassurers and private wealth firms.
Toby Eves
Chartered Financial Planner
With over 40 years in financial services, Toby became one of the first Personal Finance Society associates. He specialises in investment and pension advice, joining Omnium in 2013.
Jane Frearson
Financial Planner
Jane has provided financial planning services since 1988, advising both individual and corporate clients. She joined Omnium in 2015, building her client base through referrals.
Tom Care
Financial Planner
Tom transitioned from pensions administration to financial planning in 2012. He holds the Diploma in Regulated Financial Planning and specialises in retirement, investment, and trust planning.
Questions
What financial planning services do you offer?
We offer comprehensive financial planning covering retirement, tax efficiency, estate management, investment strategies, and cash-flow forecasting tailored to individual needs.
How do you determine appropriate investment strategies?
We assess your risk tolerance and financial goals, then select from our Dynamic Portfolios designed for market agility and volatility reduction.
Can you help with retirement planning?
Yes, we use cash-flow forecasting to create lifetime projections, helping determine retirement timelines, income requirements, and tax-efficient withdrawal strategies.
Are your services regulated?
Yes, we operate under IWP Financial Planning Limited, authorised and regulated by the Financial Conduct Authority for professional standards.
How do you keep clients informed about investments?
Clients receive monthly newsletters, regular consultant reviews, and have real-time online access to their investment portfolios.
What areas do you cover?
While based in Alton, we provide services to clients throughout the UK through our online platform and regional offices.
Reviews (1)
Miracle Obioma
Jan 02, 2022
Report
Thank you ,victoria crypto for managing the COINS on my Forex Account, i made withdrawal already and it came directly into my bank account just as you told me. If any interested person here do well to contact Her WhatsApp:+15715448742 and Email:victoriacrypto062@gmail.com
