Fintuity Limited

Most people in the UK have their personal pension plans set by their previous employers. Often they can even have 3-5 separate pension accounts with different providers.
Having multiple pension pots managed by providers you haven't reviewed and selected personally might not be the optimal retirement strategy.

Fintuity's Professional Advisors can help you review your existing pension plans, analyse and compare your current provider's performance and fees and propose the best solution.

We offer you to plan your future income now.

It is very important to understand the amount of retirement income you will need to maintain your current living standards once you retire.

You wil be able to see what's going on with your pension plans in real time via Fintuity website or mobile application and speak to your financial adviser to make sure your plan always suits your needs and circumstances.

Every family is unique and requires a different protection solution. Our free initial protection check has been designed to give you a clear picture of the most suitable coverage solutions and transparent costings.

We provide an ongoing semi-annual or annual financial review. You may decide, and your adviser will guide you on, which option better suits you based on which type of financial arrangements you have and your personal circumstances.
This service includes:
• An annual (or semi-annual) online video or telephone meeting (your choice) with your adviser
• A review of your financial goals and objectives
• An up-to-date valuation of your current investment
portfolio
• A review of how your investments are invested (asset allocation review)
• Assessment of the potential impact of key events on your plans (cash flow modeling)
• Implementation of agreed changes
• A report setting out the results of the review and confirming any changes made

A platform is an online administration service that lets you buy and sell investments across your whole portfolio. You can often make changes to your whole portfolio at the same time, and you’ll have an aggregated view of your investments and their value, typically updated on a daily basis.
We’ll explain more about how it works and fees that will apply to this service.

One of the most visual ways to help you plan for your financial future is by using cash flow modeling technology.
Using our cash flow analysis system, we can input information about the current value of your investments and apply relevant assumptions about things like investment growth rates and key life events to create detailed and precise cash flow models based on your individual circumstances.
We can use this information to assess what you are likely to need to save, the investment returns needed to achieve your goals or to estimate whether your ongoing income is likely to be sufficient to sustain you for the rest of your life.

We provide holistic financial advice for individuals, businesses and trusts on investments, savings, retirement planning, non- investment insurance (life assurance, private medical insurance, critical illness cover) and mortgages.