About Us

Started in 2007 by industry professionals with a combined experience of more than 60 years, our main client base is people of Indian origin based in UK. Our mission is to be the provider of choice for our identified market. Our strength lies in the professional approach we take without losing sight of the informality and friendliness that our clients expect from us to feel at home dealing with us.

We Are Here To Serve You

We at Single point Financial Services welcome you and deem it a privilege to serve you as a client. At every stage of your interaction with us we strive to offer you a very personalised and friendly service. We look forward to a long term relationship with you and your family.

We are Independent Financial Advisers, which means we are able to advise on the full range of products from the whole of the market. We work for you and not for any company offering financial products.

We recognise that client circumstances differ, and our advice process takes full account of this fact. We put ourselves in your shoes, fully understand your personal objectives and priorities and recommend solutions built around that.

With the following simple steps we take you through the advice process after a free consultation meeting to explain our services and to understand your needs broadly.

  • Do a thorough financial health check, your income, outgoings, assets, liabilities, financial objectives and priorities
  • Reporting on where you stand, what you want to achieve, the obstacles to achieve and how to achieve in terms of medium to long term financial goals
  • Mapping your financial plan
  • Implementing the plan
  • Review to make sure you are not off track

Why not you have a money health check at the Money Advice Service (MAS), a government organisation that helps individuals understand money matters? Simply click on https://www.moneyadviceservice.org.uk/en/tools/health-check and see where you stand and what you need to do.

Consumers can find out about their rights with banking, insurance, mortgages and financial advice, and how to complain or avoid scams at https://www.fca.org.uk/consumers