eightfourtwo

eightfourtwo is a different (independent and agile) and contemporary (not stuffy) wealth management company. We focus on developing lifelong relationships that flourish as a result of the trust that comes from a transparent approach and consistently successful outcomes.

We are independently owned and always unbiased with our recommendations. With no external parent company, public shareholders or hidden conflicts of interest, we are owned by our employees. Directly authorised by the Financial Conduct Authority, we are independent in this sense too, and not part of a network offering a restricted service. We have access to the whole of the market.

We hold the highest level of accreditation available in the UK. What’s more, we were the first financial services firm in the UK to achieve both British Standards available for our industry: BS 8577 and BS 8453. Like any good financial planning firm, we also hold Chartered Status.

OUR SERVICES

Our expertise covers protection, retirement, savings and investment and estate/succession planning. We also offer employee benefits services, including workplace pensions.

We are in the rare position to be able to offer our Members access to our Trust Corporation services, which means we can act as an Executor, Attorney, Trustee, Protector and Corporate Director. As a result, we are able to offer financial planning and advice not only to individuals, families and businesses but also to Attorneys, Trusts and Family Investment Companies.

Compared with the average wealth management company, we dedicate considerably more time to our Members. It’s not that we work harder, just that each of our financial planners aim to have approximately half the number of individuals to look after, which makes it easier for them to go the extra mile.