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Expert personal finance advice for your future

Helping you make confident decisions about your money, with personalised financial advice that brings your protection, pensions, savings and investments together.

Clear, personalised financial advice designed around your goals.

Your finances are connected. And the choices you make today can shape your financial security, your family’s future and the retirement you enjoy tomorrow.

At Omny Personal Finance, we help you understand where you are today, what you want to achieve and how your money can work towards those goals. Whether you need advice on a specific area or want a broader financial plan, our advisers provide practical, straightforward advice at every stage of life.

Personal Protection

From life insurance to income protection, ensure you can protect your income, family and financial commitments.

Pensions & Retirement Planning

Understand your existing pensions, plan for the retirement you want and make informed decisions about building and drawing your retirement income.

Savings & Investments

Give your money a clear purpose with advice on cash savings, ISAs and investments, tailored to your goals, timeframe and attitude to risk.

We’re proud of the trust and recognition we’ve earned across the financial services industry.

Omny Group is fully authorised and regulated under the UK regulatory regime, reflecting our commitment to integrity and transparency in everything we do. Our personal finance advisers hold professional accreditations and maintain membership with respected industry bodies.

Chat with the Omny Personal Finance team

Access the right expertise for your needs

Get proactive support across your business

Move forward and grow with confidence

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Why partner with Omny Personal Finance for financial advice?

Our advisers provide clear, personalised financial planning designed around your circumstances, goals and the life you want to build.

Personal, goal-led advice

We start with your goals, not financial products. We take the time to understand what matters to you before recommending how your finances could be structured.

A joined-up approach

Your pensions, savings, investments and protection should work together. We consider the bigger picture, so each individual part of your financial plan works together.

Clear, straightforward guidance

Financial planning can feel complicated. We explain your options in simple terms, helping you understand your choices and make informed decisions with confidence.

Ongoing support

Your financial needs change as your life evolves. Receive ongoing reviews and advice to keep your plans aligned with changes to your circumstances and priorities.

What our clients say

“I used Omny Personal Finance for pension advice, and Richard Holman was exceptionally helpful and personable. His clear guidance made my pension easy to understand. I’d highly recommend Omny to anyone wanting to take control of their finances and maximise their investments.”

Thomas

“I have found the service to be incredibly beneficial. The information provided was thorough and insightful, offering a great deal of clarity about the various aspects of retirement planning. I felt much more confident about my retirement journey thanks to Max’s advice.”

Nimesh

“Richard reviewed my previously inadequate pension. He put a personalised plan in place to grow my pension and put relevant changes in place. I am very thankful for his help.”

Jackie

Frequently asked questions

How much does a financial adviser cost?

We follow a transparent charging structure that reflects your individual circumstances and the work involved. Your initial meeting and the presentation of our recommendations are free. It’s a chance for us to understand your goals, share our advice and clearly outline costs before you decide how to move forward.

What is personal finance?

Personal finance covers all the ways you manage your money, including saving, investing, planning for retirement, and protecting yourself and your family. Together, we help you turn that into a clear strategy for your future.

How do I manage my personal finances?

Start by understanding where you are, your income, outgoings, assets and liabilities and then clarify what you want, whether that’s retirement planning, a new home, children’s education or protecting the people you care about. From there, we help you build a plan that aligns your money with your priorities, set the right strategy, put it into action and stay on track.

Plan your financial future with confidence

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