Experienced Financial Advisers

A comprehensive professional financial service tailored to you

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Restricted Advice from
Compass Financial


Restricted Advice Option

Compass Financial, working with Intrinsic Wealth Limited, have conducted extensive due diligence and research across a wide range of Investment providers, financial products and investment companies to comprise a comprehensive client tailored investment and financial proposition.

We call this proposition our 'Restricted Advice’ process which enables our clients to invest with award winning Investment companies in a flexible way knowing they are doing this in a highly cost effective and investment efficient way.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

  • Financial goal setting
  • Retirement planning individual and corporate
  • Investments and wealth management including ISAs
  • Savings short, medium and long term
  • Inheritance Tax planning
  • Helping you to better manage your finances
  • Protection insurance for all unforeseen personal and professional circumstances

We are confident the Restricted Advice process will offer a suitable, robust and cost effective solution for the vast majority of our clients. However, on occasions a client’s circumstances may require a more bespoke solution which we can offer via the broader market if we are unable to meet any specific need.

Talk to us!

For an initial NO COST discussion to see how best we can work together, call us:

01824 330 010

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" Adam has a very commendable structured approach which is delivered in an informal, confident, open and honest manner. His retention of an individual's personal circumstances, which extends to their nuclear family, is a unique quality and enables him to be very proactive in tailoring the offer to his clients, especially during periods of change. "

Susan Beetlestone

Personal Client