INITIATE WEALTH MANAGEMENT

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ABOUT

About Initiate Wealth Management Ltd


Initiate Wealth Management are a firm of Independent Financial Advisers and was formed in 2012 by Tom Holland to bring market leading financial services solutions to his clients.

Initiate Wealth Management are an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority.

Clients are invited to share our state of the art technology allowing them to gain access to all their financial information via a Secure Web Portal. This approach has allowed us to completely streamline the advisory process and gives our clients an unprecedented level of service.

True Independence

Financial advisers are not all the same and the amount of value they add to your financial situation varies considerably. We offer advice on an “Independent” basis. This means that we provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the full range of retail investment, pension and life products available in the marketplace which may be suitable for you.

We are completely committed to providing our clients with totally independent and unbiased financial advice for life. In practice, this means transparent charges, tax efficient fee based solutions, and above all, never allowing provider incentive to cloud our judgement during the advice process.

We are not tied to any bank, investment house or insurance company. We are independently owned with no insurance company sharing any stake in our organisation, by retaining this purity we can always act in our client’s best interests.



OUR PEOPLE

Tom Holland FPFS

Chartered Financial Planner

Tom has worked in the financial services industry since leaving school in 1991. He has had a variety of roles from life and pensions administration roles with Royal & Sun Alliance, NPI and Old Mutual to corporate pensions management with Aon Consulting and Punter Southall, before becoming an Independent Financial Adviser in 2003. Tom founded Initiate Wealth Management Ltd in January 2012 to bring market leading financial services solutions to his clients. Tom is a Chartered Financial Planner and a Fellow of the Personal Finance Society - the highest qualification awarded by the Chartered Insurance Institute.

E: tom@initiatewm.co.uk
M: 07740 288390

Dave Hiett

Paraplanner

Dave has worked in the Financial Services Industry since leaving BT in 1995. He has served in a number of roles starting as a an Agent with Pearl Assurance before moving into an Area Manager position in 1998. Dave left Pearl in 2001 becoming an Independent Financial Adviser until 2012. Dave joined Initiate Wealth Management in 2012 as a Paraplanner.

E: dave@initiatewm.co.uk
M: 07711 705720



BEST PRACTICE

Best Practice IFA Group Ltd

Best Practice is a network which promotes a high level of market standards through the provision of back-up resource, training and support. This means that you can be offered a bespoke service with our advice and product recommendations being more efficient and effective.

The financial services industry underwent a sea change which came in to effect on 1 January 2013 called The Retail Distribution Review. This means that although advisers should be far more professional and better qualified it has proved difficult for some to run independently and maintain a high level of client service.

In order to deliver the required standard of service to clients and run a profitable practice many advisers have had to restrict their range of products and services to one or two providers. However, by combining the collective power of the group, Best Practice IFA Group is able to help their member firms maintain high level relationships with virtually all Insurance Companies, Investment Houses, Pension Providers and Platforms.

As a result of using the services of Best Practice IFA Group, Initiate Wealth Management Ltd has greater protection and retain a whole of market and independent choice of products and services for our clients at institutional rates.

DOCUMENTS

Service Charter

Download

Retirement Options Booklet

Download

GET IN TOUCH

homer&co

ADDRESS
68 Clarence Road
Fleet
Hampshire
GU51 3RY

CONTACT
T: 01252 560 015
F: 01252 560 215
info@initiatewm.co.uk

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit them at www.financial-ombudsman.org.uk. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Initiate Wealth Management Ltd is an Appointed Representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 576709.

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