Our Services
TRULY
INDEPENDENT
Advice
We make your peace of mind our priority.
Here to Help – We are experienced financial advisers who provide bespoke investment plans to help secure your financial future. We are committed to working with you on a long-term basis. All our costs are clearly explained and are amongst the most competitive in the marketplace.
I had not used Obiter before but they had been recommended to me by another family lawyer. At the next available opportunity I put them forward as a choice of Single Joint Expert. The process from obtaining a quote, provision of instructions up to receipt of the report was hassle free. I was regularly kept informed of where the process was up to. I have obtained pension reports on many occasions which have been convoluted, extremely technical and difficult to understand. However, I was very surprised to see that the report from Obiter was very straight forward, easy to digest and gave advice in simple terms. This assisted me greatly in advising my client of her options and how we should approach settlement of financial matters arising from Divorce. I will definitely be recommending Obiter and particularly Tom Matthieson on every occasion possible.
Sarah McCarthy
Hill Dickinson LLP
Retirement Planning
Retirement planning might not feel like a priority for some, but by receiving and implementing the right advice as soon as possible, you are a lot more likely to retire comfortably. We can make sure you are on track and support you with growing your pension pot, as well as when you begin drawing funds in retirement.
Financial Planning
Bespoke financial planning and wealth management solutions, designed around you. All our recommendations are fully independent and designed to be flexible.
Cashflow Modelling
How much is enough? We can help you see if you are on track to meet your financial goals and objectives by producing cashflow modelling. Whether it's a new business venture, planning for retirement or covering care costs, we can help.
Protection
Should the worst happen, we can help make sure your dependants will be covered financially. We advise on life insurance, critical illness cover and income protection.
Later Life
Financial advice can be daunting at the best of times and even more so when it comes to planning in later life. You can be assured of someone with the expertise to best understand your needs to provide advice that is right for you and your family.
Investments
Investing can help make your money work harder. By taking your first steps now, you could give yourself a better chance of growing your money over the longer term.
Past performance is not a reliable indicator of future performance. Investment values can go down as well as up and may be affected by exchange rate variations. The level of tax paid on an investment depends on investor tax status and tax law which is subject to change.
The Financial Conduct Authority does not regulate Tax Advice, or Cash Flow Modelling.