Achieving Financial Clarity, Empowering Your Future
Omni Financial Independent Financial Advisers, based in St. Albans, Hertfordshire, is a team of experienced independent financial advisers (IFA's) who take pride in providing clients with financial advice that they can trust. Our advisers focus on providing solutions to real-life financial problems, supporting everyday people on their life journey. We understand that life can be unpredictable, and clients often appreciate our support when faced with difficult financial decisions. With our straightforward advice, you can make informed choices about your future.
At Omni Financial, we offer a comprehensive range of financial services tailored to your specific requirements. Whether you're looking for the right mortgage to buy your first home, investing for your future, planning for your retirement with the right pension plan, or addressing inheritance tax, long-term care, or other financial concerns, we're here to help.
Our Services
- Pensions and Investments: Our independent financial advisers will help you choose the right pension plan and investments based on your goals, risk tolerance, and overall financial situation.
- Mortgages: We provide mortgage advice to help you find the right mortgage product for your needs, whether you're a first-time buyer, moving home, or looking to remortgage.
- Inheritance Tax & Wills: Our advisers can help you create a tax-efficient estate plan and provide guidance on wills, trusts, and other estate planning tools.
- Equity Release: If you're over 55 and own your home, equity release can provide you with tax-free cash to spend as you wish. Our advisers can help you understand the pros and cons of equity release and guide you through the application process.
- Cost of Care: Paying for long-term care can be a significant concern for many individuals and families. Our advisers can help you explore funding options, including local authority support, equity release, and investment strategies.
How We Work
During our first meeting, we will discuss you, your needs, and your financial situation. We'll answer any questions you may have and provide a clear outline of the advice we can offer, the associated costs, and payment options. You can then make an informed decision about your next steps. Contact us today or complete our short enquiry form to see how we can help you.
Financial Expertise
The reviews suggest that the financial advisors in question possess a high level of expertise in the field. Their clients praise their ability to provide exceptional guidance.
Practical Help
Several reviewers, including Ben, have received practical help from the financial advisors. They have been able to offer valuable assistance with specific situations, such as purchasing new properties.
