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Need some guidance with your funds? Maybe a Financial Advisor is just what you need
Our vision is to empower individuals and families with institutional-led tactics to achieve financial well being. We value our clients' needs, aspirations and financial goals, providing personalised solutions based on trust, integrity and transparency. We uphold the highest ethical standards, embrace innovation and leverage technology to enhance our services. Our performance comes with our style of a sophisticated approach to investing and wealth building developed from our experience on trading floors of proprietary firms in the city. We educate and empower our clients to enable them to feel confident in their financial future. We go beyond traditional advice firms and aim to elevate the wealth management industry. Please feel free to contact us directly on 0 2 0 3 3 7 6 0 5 7 5 or email info @ tradenomic.co.uk
What I love most about my job as a financial adviser is the opportunity to make a meaningful difference in people's lives. Every day, I have the privilege of helping individuals and families navigate their financial journey, empowering them to achieve their goals and secure their future. Building trusted relationships with my clients and witnessing their success and peace of mind is incredibly fulfilling. Knowing that I'm making a positive impact by providing personalised guidance and support is what truly drives my passion for this profession.
What inspired me to start my own business was my experiences of working in the city as a market analyst and trader and also having a deep passion for both finance and helping others achieve their financial goals. Having spent over a decade in London, I have seen the difference in how institutions and the retail market manage their money. Institutional players would have good risk management, take risk to achieve growth, add to positions where they saw opportunities and were extremely detailed and thorough in their approach. Whereas in retail, most tend to be fearful towards taking risk even if it fits their time horizon and appetite, they would also have limited financial protection and overall lacked the expertise and guidance needed. Our vision is to bridge that gap and bring those institutional methods to all of our clients with a mission of offering a holistic, accountable, proactive and personalised service to achieving their financial goals.
Our clients should choose us for the following reasons. Firstly, we bring extensive experience and expertise to the table. Our extensive qualifications cover all core areas of financial planning with a particular specialism in portfolio construction and investment management. With a background spanning over a decade in London's financial industry, including key roles in building a successful proprietary trading firm, we offer a wealth of knowledge and insights that set us apart.
Secondly, our personalised approach sets us apart. We understand that each client's financial situation is unique, and we tailor our advice and strategies accordingly. Whether you're planning for retirement, investing for the future, or seeking financial protection, we take the time to listen to your goals and concerns, providing customised solutions that align with your objectives.
Furthermore, our commitment to transparency and integrity is unwavering. We believe in building long-term relationships based on trust, honesty, and open communication. Our clients can rest assured that their best interests are always our top priority.
Lastly, our dedication to ongoing support sets us apart. We're not just here to provide advice and then disappear – we're committed to being by your side every step of the way, helping you navigate life's financial challenges and opportunities with confidence and peace of mind.
In summary, our combination of experience, personalised service, integrity, and ongoing support make us the ideal choice for clients seeking trusted financial guidance and partnership.
We are pleased to offer our services both remotely and online for the convenience of our clients. While we have physical offices located in London, specifically on Lombard Street, and in Garden City, West Drayton, we understand the importance of flexibility in today's digital age.
Clients can easily access our expertise and guidance from the comfort of their own homes or offices through virtual meetings, phone consultations, or video conferences. Additionally, for those who prefer face-to-face interactions, we are happy to arrange meetings at a local location convenient for our clients or even at their homes if necessary.
To ensure the safety and well-being of our customers during the ongoing COVID-19 pandemic, we have implemented several measures:
-Online Meetings: We now offer the option for online meetings to minimise in-person contact and facilitate remote consultations for our clients' convenience and safety.
- Health and Safety Measures: In our physical offices located in London and Garden City, West Drayton, we strictly adhere to health and safety protocols outlined by the NHS. This includes regular cleaning and disinfection of our premises to maintain a hygienic environment.
- Facemasks: Our team members are prepared to wear facemasks during in-person meetings if preferred by our clients, ensuring an additional layer of protection for everyone involved.
By prioritising these safety measures, we aim to provide our clients with peace of mind and confidence in our commitment to their well-being while continuing to deliver the high-quality financial services they expect from us.
4.94/5.00
based on 37,753 reviews
Really knowledgeable and Richard went above and beyond to help with our current situation. He generally wants to help you and that comes across. I’ve now recommended him to other members of the family and feel comfortable in doing so.
23 Jul 2024
Needed advice and help to file my self assessment and contacted Khyzer @ KN Morris tax consultancy following referral from a friend. From the first call I received excellent help and advice and all my questions were answered , seamless , professional and quick i can now be confident way returns are looked after in the future . I would without hesitation recommend , 5 star
18 Jul 2024
Toby and I had a Teams meeting to review my investment and pension accounts, which I have self-managed for over 20 years. Toby's extensive knowledge and investment expertise were exceptional, and we are considering working together on an hourly fee basis.
16 Jul 2024
