Independent Financial Services

We work with independent financial advisers in Kenya who can advise you on all aspects of your financial affairs

Your financial planning needs will be unique to you for both your future and the future financial protecion of your family. We want to support you every step of the way to introduce you to the right partners who can assess your needs and provide you with wealth management services to achieve your goals.


How can Independent Financial Advisers help me?

It's worth getting financial advice for complex products so that you can find the right products to suit your needs.

The financial services offered, range from:

  • • Investments
  • • Life insurance
  • • Health insurance
  • • Mortgages and equity release
  • • Pension planning
  • • Long-term care planning

Your financial service adviser can review the products across the market to find investments for you and begin to work through a financial plan for the future. You can still buy financial products without an adviser, however you might be putting your money at risk. We work with financial service providers who are authorised and regulated by relevant government authorities.


Will I need to meet with the adviser?


We can arrange for you to speak with the adviser for an introductory meeting, which could take about an hour, to find out what you’re looking for and to hear about the services they can provide. By the end of the meeting it's typical that you will be given a 'key facts document', covering their fees and how the arrangement will work.


Your financial adviser will begin a 'fact find'. This will generate a report covering your finances, plans and approach to risk, so that suitable investments can be presented to you. When you have chosen your options, the adviser will put your plan in to action and discuss the possibility of an ongoing review.


Missed the Tax Return Deadline?

We are ready to file tax return now so that you can avoid any penalties and budget for your tax bill sooner. We offer Free apoitments to discus your need and will provide you with a fixed price for our servicesclck here to find out more

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