Making your money work hard to help you maximise returns and get the financial results you require at the right time in your life. To start making your money work better for you, contact one of our financial planners on
Obiter is a wealth management firm with a difference. We’re experienced independent financial advisors committed to helping clients make the most from their investments. Whatever you are planning or saving for, we’ll make your money work hard, so you get the financial results you require at the right time in your life.
As part of the highly-regarded Frenkel Topping Group, our financial advisors have almost 30 years’ experience helping vulnerable clients. This experience has provided the foundation for our approach to investment. Our clients want to make the most out of their money – but they want to feel secure that their finances – and their family’s future – is safe, no matter what life throws at them.
Whether you need help planning for your children’s university education, have come into money via a lottery win or bereavement, want to feel protected in case of critical illness or simply need help planning for your retirement, our specialists can give you the right advice as you move through the various stages in your life. Our independent advisors will take the time to understand what matters to each individual.
Unlike some of our competitors, Obiter don’t charge expensive fees or baffle you with complicated reports. We don’t believe in the need to charge astronomical fees to get results. Instead we put our emphasis on lowering our fees and making your money work harder to maximise returns.All our costs are clearly explained, based around individual circumstances and among the most competitive in the market.
We work with many people from professionals, including doctors, entrepreneurs, barristers, academics and senior managers, through to commercial partners across a variety of business and professional service sectors, specialising in key man insurance, employee benefits, company pension schemes and director share purchases. Our services include: Pensions & Pension Schemes; Savings; Tax planning; Life Insurance; Critical Illness and Income protection; Endowment advice and Keyman Insurance.