The Financial Maze
Experienced financial mentor offering complimentary financial guidance.
Are you confused, nervous, bewildered or struggling with jargon and choice when deciding on key financial decisions that will impact you, your family or your business?
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We can help you through the maze by giving straightforward guidance and support underpinned by 35 years of financial services experience. By talking to us you are taking the first step towards the right decisions with - The Financial Maze.
For more than 35 years we have worked in the financial industry and now offer our guidance, with the knowledge that the right products will come from the very best advice.
Giving our customers confidence to navigate their financial journey
The Financial Maze provides a pathway to the best financial products, showing you what excellent advice looks like, providing education and peace of mind.
Our role is to help make the process of searching and applying for financial advice and products much easier to understand. We are committed to matching the right people to the right advice providers, offering the very best in service, knowledge, experience, technology and a competitive fee structure.
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Important to the guidance we offer is that the broker has a true reflection of being independent - with no bias or incentive to recommend one provider above another.
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Professional Qualifications are held in CMAP, FLC and FPC 1,2 and 3 with further financial qualifications held by our partners
The customer cannot be charged any higher fee by being guided by The Financial Maze to any of the specific brokers that have passed our due diligence. In fact, in some cases, we have been able to negotiate lower fees for our client.
What makes The Financial Tree the right choice for you?
With so many companies offering to do the legwork for you, it can be hard to decide who to approach in the first place. I aim to become your first choice, every time, to give you peace of mind in all your financial needs.
We can help guide you to choose the right path in the following areas:
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Bridging for residential, investment, developers, auction, and VAT bridge.
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Commercial finance for occupier, portfolio, and investment mortgages.
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Pension and investments.
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An important factor that has come to light for this way of helping the client is that, as we do not carry a pipeline of applications in underwriting that need managing, this releases more time for us to investigate guidance required for specific client needs that may be “outside the box”. A specific broker may struggle to find the time for more detailed investigations.
Getting you the best advice
The most important part of choosing a provider is ensuring they operate ethically and within the law. All companies we recommend are fully FCA regulated, and must meet our own internal standards.
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This means that you can be confident that our recommendations are made with your best interests in mind.
Your needs always come first
The Financial Maze offers guidance with no charge to the customer.
After personally experiencing the effect of sight loss on someone’s life, Guide Dogs is a charity very close to our hearts. We have therefore chosen to support their incredible services, initially by fundraising to ‘Name a Puppy’ and follow the training journey.
Guide Dogs exists to provide life-changing services to the 360,000 people who are registered blind or partially sighted in the UK. Their ambition is a future where every person with sight loss, has the confidence and support they need to live their lives to the full, and we would like to join them in achieving this goal.
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The Financial Maze has been designed to help guide our customers, so by partnering with this amazing charity, we can together, help to guide others
