Our aim is to protect your money, plan for the future, reduce your personal stress and help you make positive, life-affirming choices
Independence is at the heart of our business: it enables us to provide our clients with expert advice by which, to make informed decisions about their financial future. From the network we partner with, to the providers we recommend, there is no ulterior motive. We offer a simple, clear and direct approach from us to you.
– Being ethical is about more than demonstrating absolute integrity in our dealings with clients. We act on what we feel is the right thing to do for you, not us, and we focus on making sure we get the small things right.
– We ensure that our pricing is upfront and honest so that you know exactly what you will be paying. Through the use of the latest technology and having the right systems in place, we can achieve a balance where the clients can realise their full financial potential and we can continue to grow as a successful business.
At Odyssey Wealth Management we consider the entire market and all suitable investments that are available to our clients, plus we also have strict criteria to ensure a robust advice process is in place to protect our clients. In line with our value of integrity stakeholders and commissions do not influence the advice we give you, which means we don’t offer glamorous deals and exotic investments.
He is helpful, listens and understands my questions and concerns. He seeks out the best alternatives and is mindful of both potential benefits and ongoing costs to me. He acts promptly to secure the right product and is available for any queries.
Has always provided clear, understandable and timely advice on pensions.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK. Odyssey Wealth Management Ltd, Registered Office: Home Ground Barn, Pury Hill Business Park, Alderton Road, Towcester, NN12 7LS. Registered in England number; 08756989
We are a charity that was looking to provide a pension. They were extremely helpful with this and has continued to monitor and provide assistance. We have recently changed provider of pension, a very smooth transition with their help. We are currently looking at auto enrolment.