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Straight-forward independent pension and retirement planning advice you can relate to.
Rated 4.6 out of 5 on VouchedFor | 58 Reviews
And we love what we do. We’re here to give you straight-forward independent pension advice and retirement planning advice you can relate to. Masters of clarifying the complex, we’ll work together to help you make sense of the unknown. From understanding your investments to securing a retirement income, we'll help you design your ideal lifestyle.
We know you’re probably tired of trying to find a provider who talks your language. But we specialise in helping you fathom your finances. Together, we’ll create the perfect financial plan for you.
We’re almost as friendly as our dog, Bohdi. But we’re far better listeners. Our first step is to understand you, with open ears and without judgement. We’re pension and wealth management specialists, but that doesn’t mean we enjoy complicating things. We prefer to chat. And make you feel comfortable.
If we think we can improve your current situation, we’ll tell you in your free pension review. If we think we can potentially help improve your retirement prospects, we’ll tell you. And, if we don’t think we can do a better job and that your retirement is heading in the right direction, we’ll tell you that too. We simply say it how it is.
At Fathom, we're straight-forward and straight down the middle. With up-front facts and honest advice, we provide a transparent service with no frills or hidden pitfalls. But don't take our word for it, our ISO9001 approval demonstrates our dedication to your satisfaction. And we take our commitments seriously!
Most days, planning what to have for tea can feel like a chore, let alone being expected to think five years’ ahead. But, we have the foresight to have the right conversations early. Enabling us to relieve the burden of the unknown and help turn your plans into life experiences.
We know your trust (and patience) is probably hanging by a thread thanks to off-putting experiences and gobbledigook. Or, you may have been left in limbo with poor performing and high charging plans. But we promise not to bombard you with business buzzwords or complex ideas for financial planning. And if we do, you have our permission to stop listening.
We’re the faces behind Fathom. Between us, we have 45 years of experience in financial planning (and cups of tea-making). We pride ourselves on both.
We think we are good at what we do and we hope you think so too, but as an added incentive if they give us a call, arrange an appointment, and give us your name we will give you a £20 gift voucher.
So next time you are in the pub, the hairdressers or just out for a walk with friends or family, remember to tell them about us and it could earn you a £20 gift voucher.
The transfer of both of our pensions was handled in a pleasant and professional manner for both parties
Everyone I met at Fathom were friendly, polite and professional. I often went to the meetings with a headache thinking about things but everything was always explained to me in terms I could understand. Thank you, Fathom!
Mark reviewed the details of two pensions that I have in place then gave me some excellent advice. I have now combined my pensions and from the advice Mark gave me, I have ensured that if anything happens to me, my son will be considerably better off.
Having dealt with Fathom for many years, I have always felt confident in their ability to deal with some of the more complex pension and investment arrangements that the company has.