Pool House Information

We are a Chartered Firm of Financial Planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support. The company aim is to provide a professional and personal approach to clients' needs, evaluating their objectives and working closely with them to provide a tailored solution. Pool House advisers is committed to independent financial advice, and is fully qualified in line with the Retail Distribution Review (RDR) requirements which came in to force at the beginning of 2013. Having retained clients for more than 25 years, Pool House feels it can clearly demonstrate a commitment for personal service and on-going advice for its clients. Why choose an Independent Financial Adviser? As Independent Adviser's we have access to a large range of financial products / services from a vast range of providers. If you chose to seek advice from a tied agent, they may only be able to offer products from the Companies that they are tied to. As Independent Financial Advisers, we can recommend the products that are most suitable for you. An initial consultation is carried out with the cost of this service being absorbed by us. Should you wish to proceed with our advice, costs will be discussed prior to the business being carried out.