Personal Finance

We provide tailored financial advice for individuals, based on your personal circumstances and objectives, helping you plan confidently for the future and safeguard your family.

Discover more about our Financial Planning services. Our services cover Pensions & Retirement Planning, Savings & Investments and Protection.

This advice focuses on the following key areas

Need expert advice on Personal Finance? Our team is here to help with pensions, savings, and protection.

Our approach

1. Your initial meeting

Outline issues to discuss, explain our process & services
Gather key financial information
Identify goals and priorities

2. Preparing your recommendations

Collect provider information and research
Prepare tailored recommendations

3. Discussing your recommendations

Go through the recommendations in detail
Help you understand how they meet your needs
Explain charges and next steps

4. Implementing your plan

Complete and process paperwork
Liaise with providers to apply recommendations & update you on progress

5. Reviewing your plan

Annual meetings to review and adjust your plan
Ad-hoc meetings for major changes in circumstances
Ongoing support for your queries

News & Articles

Recent Blog Posts

Employee Benefits

September 11, 2025
Maud.Rousseau

Almost Half of Working Adults Aren’t Paying into a Pension

Employee Benefits

January 21, 2025
Maud.Rousseau

Are your Employees receiving the Benefits, Perks and Pension they deserve?

We take a closer look at how to simplify the process of providing the best possible package for your team while also reaping maximum benefits for your company.

Employee Benefits

January 21, 2025
Maud.Rousseau

6 Money Saving Holiday Tips

In this article we explore ways in which to enjoy a great holiday and not splurge your budget along the way.

Employee Benefits

January 21, 2025
Maud.Rousseau

Why you (probably) need ESG Green Pensions in your Workplace

In this blog post, we will delve into the importance of ESG green pensions in the workplace and how they can positively impact both employees and the environment.

Employee Benefits

January 21, 2025
Maud.Rousseau

Prioritising Employee Health and Wellness: The Power of Wellness Programs

Employers who invest in comprehensive wellness programs and initiatives can reap numerous benefits, including increased productivity, enhanced job satisfaction, and improved overall employee well-being.

Employee Benefits

January 21, 2025
Maud.Rousseau

How Up to Date Is Your Workplace Pension?

A recent survey of over 300 employers with over 3 million savers has highlighted some startling information of where employers and employees could be losing out.

TESTIMONIALS

What our clients say

“‘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

“Adrian took me through the information he had gathered and the reasons for his advice. It was all very clear. This has made a big difference to my understanding of where I stand and being able to plan for my retirement. He explains things in a way I can understand. I can always reach out to him anytime for help. I feel I am in a much better place for having this service available to me. I wish Adrian had been my financial advisor earlier!”

Nicole

“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

“After my company used Omny for the company pension I was offered the chance to discuss my personal pension with an adviser. Max explained my pension status to me very clearly and highlighted areas using graphs and clear data that made sense to a non-advisor! It was a really easy decision to choose Omny for advice on my personal pension. I am happy with the advice I was given and everything was explained perfectly. I have since advised my husband to get in touch with Omny too, and he has also joined Omny to help with moving his pensions into one place.”

Sandi

My Omny

My Omny provides support, advice and help with financial planning direct to employees.Ask us a question.

Our Services

Human Resources

From day to day HR essentials like contracts and policies or individual projects, to complex people challenges or fully outsourced solutions, our expert team is ready yo help you protect your business and empower your people.

Discover more about our HR services.

Health & Safety

From managing everyday office hazards to specialist fire safety training to site management safety, Omny Group helps you manage your exposure to risk and keep your people safe, fit, healthy and productive.

Discover more about our Health & Safety services.

Employment and Corporate Law

Omny Group are lawyers who understand business.
Our experienced lawyers provide expertise in:Employment Law
Company and Commercial Law

Discover more about our services.

Employee Benefits

Our consultants can help you set up pensions, life assurance, medical insurance, income protection, wellbeing programmes, critical illness, shareholder protection and key person insurance so you can safeguard your own and your people’s future.

Discover more about our services.