A
CAPITAL IDEA
For Managing
Your Wealth
We are a fully independent financial planning firm, backed by Frenkel Topping Group, an AIM listed company.
TRULY
INDEPENDENT
Advice
We offer a personable service and manage a large amount of assets for our clients. Our high quality advice benefits a broad client base, including solicitors, later life clients, and high net worth individuals throughout the UK.
WEALTH
MANAGEMENT
With A
Difference
We are a fully independent financial planning firm, backed by Frenkel Topping Group, an AIM listed company.
Our Story
Who We Are
As part of the Frenkel Topping Group, we have over 30 years experience of providing specialist advice.
Our solutions focus on capital preservation while targeting returns in line with your objectives, without having to take excessive risks.
We can advise on investing for income, capital growth, retirement income and offer a range of products and services to meet your needs.
Our Vision
We believe in delivering advice in a clear and practical manner that is easy to understand. All our consultants are fully independent.
Our goal is to deliver an excellent service for all our clients, by driving innovation in the financial services industry.
Why us?
Outstanding Industry Knowledge
At Obiter, we provide honest, straightforward financial advice that supports our clients when planning their financial future. Getting the right financial planner is imperative when it comes to making the best decisions for their financial future.
Our team of experienced independent financial advisers are committed to helping our clients make the most out of their investments. Whatever plans you may have or are saving for, we can help make sure your money is working hard, and you achieve your goals.
Why use a financial planner?
Our independent financial planners offer a wealth of knowledge, qualifications and experience to enable sensible decisions and advise on the whole of the market (not restricted to any one product).
We are continuously researching the financial advice markets, law and taxation — so that you do not need to. We have access to analysts and industry experts, to help enhance and support our own research.
By choosing Obiter we can provide you peace of mind that a professional is taking care of your financial matters.
How much does it cost?
We offer an initial consultation at no cost, to highlight how we may be able to help you. Any costs that may be incurred are always disclosed before the work is undertaken, and we offer a competitive charging structure.