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UK's first online Independent Financial Adviser (IFA). Meet your personal adviser in one click, keep all your documents and reports in our unique CRM, book your free initial consultation anytime. Financial advice in the UK is one of the most inefficient and technology-lacking sectors, with majority of business being conducted out of small private practices. This leads to high commissions, meaning that for many people, such service becomes inaccessible. We are proud to offer partnerships and support local IFAs across the UK today, feel free to reach out to us to find out more. Here at Fintuity we optimise every step of the advisory process to bring you a good quality service at a fraction of the cost of your local financial adviser. We provide comprehensive advice on investment, pension, mortgage, life insurance, general insurance, inheritance tax planning. Depends on your needs we can either concentrate on a specific areas as to retirement planning or new ISA investment advice or provide a full financial review and create a bespoke financial plan for you and your family. If you require a specific service which we can not provide at the moment we will refer you to one of our partners integrated on our platform, you will remain our customer and receive all benefits as any other client of Fintuity.Fintech
Financial services
Technology
Consulting
Overview
Company Mission
Fintuity is the UK's first online Independent Financial Adviser (IFA), offering comprehensive advisory services including investment, pension, mortgage, life insurance, and inheritance tax planning. We leverage technology to optimize the advisory process, providing high-quality services at a fraction of the cost, thus making financial services accessible to everyone. We support local IFAs across the UK and provide tailored financial plans to meet individual and family needs.Employees28
Hq LocationLondon
Company values
- Innovation
- Accessibility
- Efficiency
- Quality
- Support
Fintuity currently has 1 job on Remoteville
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Remote Independent Financial Adviser, UK- As an IFA you will play a crucial role in providing comprehensive financial planning and investment advice to clients helping them achieve their financial goal...