Personal Financial Advice
Get confident, tailored advice to manage your money, protect your future and create financial freedom.
Whether you’re planning for retirement, growing your savings, or protecting your loved ones, our tailored personal finance advice is here to help you make informed decisions with clarity and confidence.
With Omny, you’ll have a clear plan for today and peace of mind for tomorrow.
Why Choose Omny Personal Finance Advisers
At Omny Group, we believe financial planning works best when it’s straightforward, personal and grounded in your goals. Here’s what you can expect from us:
- Trusted Expertise: Our team has wide-ranging experience across pensions, savings, investments and protection, giving you advice shaped around your personal circumstances and goals. With clear, jargon-free advice, you can take confident control of your finances.
- Tailored, Human-Centred Advice: No one size fits all: we dig into your personal circumstances, goals and concerns to build a plan that’s right for you.
- Simple Process, Clear Communication: We craft recommendations that you understand, show how they address your needs and support you through implementation and review.
- Long-Term Partnership: We provide long-term support, adapting your strategy as you progress through careers, retirement or family changes.
- Ethical, Award-Worthy Service: We operate with the highest standards of professionalism, and we’re affiliated with key industry bodies.
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.
Our Personal Finance Services
Your personal finances deserve more than a one-size-fits-all approach. At Omny Group, we take time to understand your goals, lifestyle and priorities before building a financial plan that truly fits. Whether you’re preparing for retirement, growing your wealth, or safeguarding what matters most, our expert advisers are here to guide you every step of the way.
Pensions & Retirement
Planning for retirement is one of the most important steps you can take, and the right advice helps you get there with confidence. Our pension specialists review your existing arrangements, identify any gaps and explore ways to strengthen your long-term financial position. Whether you need support consolidating older pensions or understanding your options for the future, we make the process straightforward and transparent.
Discover more about our Pension and Retirement services.
Savings & Investments
Growing your savings and investments starts with understanding your ambitions and appetite for risk. Whether you’re saving for a major milestone or building long-term wealth, our advisers can help you create a diverse portfolio that balances growth with security. We’ll monitor your investments and keep you informed, so your strategy stays aligned with your goals.
Discover more about our Savings & Investment services.
Personal Protection
Protection is a key part of feeling financially secure. We’ll help you explore options such as income protection, life cover and critical illness insurance, making sure you have the right level of support for your situation. If you already have policies in place, we’ll review them and advise on what genuinely meets your needs
Discover more about our Personal Protection services.
Related Services
You’ll find full transparency on costs, the scope of our advice and how we meet regulatory requirements. Where it’s relevant to your circumstances, we may also discuss areas such as tax efficiency, estate planning or inheritance considerations, always with the aim of supporting your wider financial goals.
Discover more about our Related Financial services.
Need expert advice on Personal Finance? Our team is here to help with pensions, savings, and protection.
Our Personal Financial Process
We believe in keeping things simple and transparent. Our personal financial advice has five clear steps:
1. Initial meeting
We meet to understand your objectives, gather key financial data and outline how we will work together.
2. Recommendations
We research and compare providers, construct a tailored plan and clearly set out costs, benefits and next steps.
3. Discuss Your Plan
We walk you through our recommendations in plainly, answer your questions and ensure you’re comfortable.
4. Implementation
We liaise with providers, complete paperwork, monitor progress and support you every step of the way.
5. Review & Adapt
We’ll meet with you each year to review and adjust your plan, with ad-hoc support whenever your circumstances change.
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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.