Organic Financial Solutions Limited are a whole of market, Independent Financial Advisory firm primarily covering the Suffolk and East Anglia area but with an expanding client base. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their money. Our success has been based on three core principles; integrity, professionalism and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
What we do?
We offer a wide range of specialist services, including advice on investment, retirement, Inheritance Tax planning and protection, including all types of pension schemes and employee benefits including defined benefit company pension schemes whether current or historic. Our focus is on both capital enhancement and capital protection.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients and we have dedicated and skilled advisers that work together to achieve this.
How we do it?
The objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this we follow the process set out below, which is broken down into six stages.
- Initial Consultation
- Fact Finding
- Research
- Report of Recommendations
- Implementation: Arranging Products and Related Actions
- On-going Review
Meet Our Team
Michael Swirles
Principal Independent Financial Adviser
Sophie Cuckow
Independent Financial Adviser
Stephen Larner
Independent Financial Adviser and Pension Transfer Specialist
Richard Larkin
Independent Financial Adviser
