Index Financial Services Ltd

Company Profile

As a firm of Independent Financial and Mortgage Advisers we have dedicated our efforts to guide and assist our clients with some of the most important decisions in their life, from purchasing a first property to saving for retirement. We have helped hundreds of people to build wealth and more important – to keep it.

The financial services market has developed and changed during the recent years with the introduction of the Financial Services and Markets Act 2000 and the Financial Conduct Authority (FCA) taking the role of regulator over investments, mortgages and general insurance to name but a few. The transformation is felt throughout the industry and happening together with the evolution of the consumer understanding financial products and technological advances.

At Index, we have always been consistent in keeping our level of knowledge and processing systems up to date. We have embraced new methods such as on-line processing and have created a paperless office environment. As a result we are able to receive up to date product information, to spend quality time with our clients and to process applications quicker.  This combined with our friendly and helpful manner gives us a competitive advantage.

Various methods of communication allow us to stay in touch and to respond swiftly to our client’s enquiries. Thanks to new software programs and Internet we can contact our customers regardless of where they or we are situated.

This is how more than 2,500 clients chose to trust us with their financial planning and we will be happy to discuss what we can do for you too.

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