Sequence Financial Management
was born out of a desire to offer something different. We wanted to offer independent and impartial advice and services that we ourselves would value – to create a business that we would be pleased to be clients of.
Experience had told us that many people had a poor experience of financial advisers. They felt that advisers only wanted to sell them a plan or policy, or to recommend replacing one type of plan with another. The emphasis was on selling, not advising. Our aim from the beginning was to cut through the complexity, understand what our client’s main concerns were and deliver a comprehensive service proposition aimed at resolving these key issues.
Sequence Financial Management is a respected firm of
, and we provide unbiased advice to both individual and corporate clients. We have a highly qualified and experienced team who provide our clients with a dedicated and professional service.
We are directly regulated and authorised by
and employ the services and expertise of three-sixty services, an award winning IFA consultancy, who deliver a first-class service in all areas relevant to an IFA firm, of which regulatory compliance is a core activity. You can be confident that you will be dealing with a firm wholly committed to providing the best possible advice, service and support.
To find out more about becoming a client of Sequence Financial Management, the next step is to arrange a meeting. This is at our expense and without any obligation.
We offer a comprehensive range of professional independent financial planning and advisory services to individuals, trustees and employers/business owners.
We provide two main services to help you to build, manage and protect your wealth.
We also provide Focused Advice on specific areas such as investment, retirement or protection planning to help you meet your financial objectives.
Providing a first class financial planning service requires a multitude of skills. At Sequence we have assembled a highly qualified and experienced team which prides itself on providing the highest standard of client service. Advice is provided by Financial Planners who have achieved the Diploma in Financial Planning (DipPFS) as a minimum, and our support team have a long experience of working in financial services. We adopt a team approach for the delivery of our service. Not only does this provide continuity of service while staff are away from the office but it also means that we each work to our strengths.
Rob is Managing Director of Sequence Financial Management, and has over fifteen years’ industry experience. Rob studied in Sheffield and achieved a 2:1 BA Honours in Financial Services before completing his professional qualifications while training within a financial advisory practice. Rob provides a full range of advice to both corporate and individual clients specialising in Pensions (SIPP & SSAS), Investments, Alternative Investments, Tax Planning and Finance. Rob is a Manchester United season ticket holder and his hobbies include cooking, socialising, travel, and spending time with his family.
Iain is an Associate of the Personal Finance Society (APFS) and Member of the Institute of Financial Planning (MIFP), diploma qualified and holds the full Financial Planning Certificate (FPC) as well as six Advanced FPC qualifications including ‘Business Management’, ‘Corporate Investment Planning’, 'Taxation & Trusts' and 'Pensions' (G60). Iain specialises in offering advice to business owners and directors and has practical experience of owning and managing small to medium sized enterprises having held the position of MD in two companies as well as offering executive and non-executive support to several small enterprises. He is also our designated Pension Transfer Specialist and Development Director at Sequence FM. Away from work Iain is a season ticket holder at Liverpool FC, plays bass guitar for a covers band called The Reform, is married to Caroline and has four grown-up children and two grandchildren.
As independent planners, should a financial product be required we are able to select the most appropriate solution from across the market. We believe this independence is to the benefit of our clients but of far greater importance is our independence of thought which derives from the fact that we are not solely remunerated through product sales. We do not charge for our initial meeting and will agree with you before we start work what basis we will be paid on whether that be Fee, Fixed Fee, Hourly rate or percentage of assets.
We are very proud that many of our new clients are referred to us by existing clients or through our professional connections. We thought that it would be important to share some of the positive feedback we have received with you.
is an excellent IFA who has engendered a very good relationship with us over the last 3 years we have been using Sequence Financial Management. Having provided pension financial planning and subsequently administered the establishment of our SIPPs and the supporting Discretionary Portfolio Management, they have both our full trust and confidence. Our Sequence advisor takes time to understand clients' requirements and objectives and their expertise and experience shows through in the options presented back to us. Together with their flexibility, responsiveness and 'can-do' attitude, we have everything that we expect from an IFA in Sequence.
The service which has been afforded to me by our Sequence advisor and administrative staff at Sequence Financial Management has been absolutely second to none. I consider myself to be most fortunate that, when I leased an office in Cheadle, Sequence were also tenants. My own personal situation required me to seek independent financial advice and I decided to approach Sequence for their service. I had only my impression of their personable attributes by which to justify my decision to put my trust in them. However, I am pleased to attest to Sequence's equally impressive knowledge of matters financial and I rely upon their advice completely. On both levels of their financial advice and personable approach, I fully attest to Sequence's absolute integrity and enviable knowledge of their financial speciality.
