We make financial advice simple.
Straight-forward independent pension and retirement planning advice you can relate to.
Introduction to Fathom
We know talking about money matters can be daunting. But luckily for you, we specialise in financial planning.
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.
How we work
Committed to doing right by our customers. Always.
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.
Meet the team
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 would like to let you know about our new refer a friend scheme.
We want you to tell all of your friends and family about us!
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.
What our customers are saying about us
Ready to talk?
You can give our financial advisors a call, send us an email or arrange for us to call you.