Independent Financial Review

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How can we help you?

An independent financial review is the best place to start for any AOP member who wants to get a better handle on their finances. A review will help you identify your goals, and will allow us to recommend a course of action to achieve them. It’s then entirely up to you whether we go ahead with the recommendations.

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The process

By conducting a fact find of your current circumstances along with discussing your various financial objectives, we can begin to assess where you want to go and how you are going to get there.

Following the initial meeting and subsequent advice and recommendations we will work with you on an ongoing basis to review the success of current objectives along with identifying new developments inline with your life as an optometrist and as your circumstances change. You dictate the agenda so we can offer you a service that is as comprehensive or as succinct as you want it to be.



We know that regular reviews of your finances, objectives and the world around us combine to put us both in the best possible position to make your financial future a prosperous one.


If you would like to discuss your requirements with one of our Independent Financial Advisers:

Book an appointment

Pick up your phone

Call us now on 01823 250750

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You can also keep up to date by following us on social media.