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Welcome to Altero Financial Services Ltd, Independent Financial Advisers in Uxbridge, Middlesex

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to help you pave the way for a more secure financial future.

YOU are the focus of our business: You, your life, your family, your future.

So it all starts with listening. We listen to your needs, your hopes your dreams to enable us to offer you clear, no-jargon advice on the most appropriate financial services.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today or complete our short enquiry form and we'll be pleased to help you.

Click here to read a recent report from Which? slamming 8.8% commissions charges by banks & urging consumers to see IFAs.

Our director Susan Tague is certified to the internationally recognised ISO 22222 which is the quality standard attributed to financial planners who provide clients with a service that is transparent, competent and ethical. We believe this gives our clients the assurance they are looking for when seeking advice and support with their financial matters.

Introducing our Service Levels

Just as we recognise that each of our clients is different so we understand the need to tailor the services we provide in order to meet individual requirements. Our goal is to provide the level of service you require and in doing so, to build a long-term relationship based upon added value.

We offer two distinct types of service to our clients, namely; Management and Transactional.  

The type of service that you select will be a matter of personal choice although we will be happy to guide you.  Of course, it is possible for you to alter the level of service you require at any time.

Choosing a Financial Planner is a very important decision and it is our hope that you only need to make that decision once.  It is essential to make the right decision.  We hope that the following pages will demonstrate our client proposition to make your decision easier.

Each of our clients is assured of professional advice from appropriately qualified Planners.

Management clients benefit from a bespoke service which is tailored to their individual needs.  A typical management client will have their portfolio actively reviewed so that it continues to meet their objectives, within the appropriate time frames and taking account of their attitude to investment risk.

Should you opt for this service, you will have an exclusively tailored financial plan created and reviewed by  Altero Financial Services.

Within our Management proposition we offer three tiers of service level; Comprehensive, Premier and Elite.

Our Transactional proposition is purely that; i.e. no ongoing service.

For further information please select Service Levels at the top of this page

We are Members of:

Institute of Financial Planning (IFP). Professional body for Financial Planners. 

Personal Finance Society (PFS). Sets technical & ethical standards for Financial Advisors

Association of Independent Financial Advisors (AIFA). Voice of the IFA profession and a not for profit organisation.

Resolution. Association for Solicitors and IFAs that works to bring about non-confrontational approach to family law matters.

Solicitors Independent Financial Advice (SIFA): Trade association that supports and builds links between Professional Independent Financial Advisors and Solicitors

Hillingdon Foundation Trust. A NHS trust that provides high quality, accessible and responsive emergency and specialist patient-focused care