Who We Are

Financial Initiatives is a firm of independent financial advisers based in the City of London. Our advisers bring over 50 years of combined experience, working with individuals and businesses to help them navigate financial challenges, plan for retirement, manage tax efficiently, achieve financial security. We are members of the Chartered Insurance Institute and the Personal Finance Society, ensuring our advice is always current, professional, and rooted in best practice.

Guiding You with Clarity and Confidence

At Financial Initiatives, we believe that financial clarity is the first step towards building a path towards financial security. Our mission is to provide independent, advice that empowers you to make informed decisions and plan for the future with confidence. We understand that financial decisions can feel complex or overwhelming, and our role is to simplify, guide, and support you every step of the way.

Meet the Team

Our Approach

We believe in delivering high quality, deeply considered and well researched advice to to help our clients meet their financial goals and give them peace of mind, whilst delivering a service that can be trusted and relied upon. We believe the best outcomes are served by a robust plan which can be clearly communicated and followed by our clients throughout their advice journey.

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Our Commitment

At Financial Initiatives, we value clarity, integrity, and guidance. We are committed to transparent communication, evidence-based investment advice, and helping you build strong financial foundations that support growth and prosperity. Every decision is guided by our ethos of independence, professionalism, and research-backed insight, giving you reassurance in an increasingly complex financial world.

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Frequently Asked Questions

I find financial planning overwhelming—how will you make it simpler?
We focus on clarity and guidance. Using Your Plan we map your finances step by step—from retirement to investments and tax—so you can make decisions with confidence.Your Plan
What is Your Plan, and how does it help me?
Your Plan helps us understand the financial challenges you’re facing and connect them to the right advice. It gives context to your situation, so we can focus on what matters most and guide you clearly through your options.Your Plan
Are your advisers truly independent?
Yes. As an independent firm, we’re not tied to any provider. Our advice is evidence-based and tailored solely to your best interests.About Us
What makes Financial Initiatives different from other advisers?
We focus on broad-based, evidence-driven strategies rather than over-complicated “bespoke” solutions. Combined with over 50 years of experience, this ensures clear, transparent, and effective advice.Our Approach
How do I know I can trust your advice?
Trust comes from professionalism and transparency. We’re independent, FCA-regulated, and members of the Chartered Insurance Institute and Personal Finance Society, giving you reassurance in an increasingly complex financial world.Meet the Team

Your Plan

Clarity around your financial challenges

Your Plan reflects the most common financial questions clients bring to us — from retirement readiness to managing complexity and planning for later life. By understanding your situation, we help connect your goals to the right advice with confidence.

Discover Your Plan

Ready to Take the Next Step?

Let us explain the process once you have made contact.

DISCOVER THE PROCESS

If you are ready, please book a consultation and we will pair you with an adviser who listens, explains, and acts in your best interests.

BOOK A CONSULTATION