A partnership you won't regret.
Onvestor provides services for other financial advice firms, allowing them to focus on the reason they started their business - giving financial advice.
What we do
Low -Worth Client Management
We help firms focus their energies on the clients that matter the most to them, managing a smooth transfer of the rest to our full-advice service.
- Receive all previous trail income for another two years after transfer, guaranteed
- Remove the regulatory risk incurred by non-serviced clients in your books
- Option of either novation or one-by-one opt-ins
- Transferred clients receive a full-advice service, starting with a free financial review
DB Pension Transfers
Our highly qualified advisers offer a fast, expert DB pension transfer service for firms without the capability to do so
- Onvestor negotiates the regulatory landscape with a high degree of discipline
- We are geared up to handle a volume of cases accurately and at speed.
- A clear and competitive pricing structure that delivers real customer value
A bit about us
Onvestor was founded in 2015 by Michael Basi, who has been working in the financial sector for over 20 years. It was created in response to a gap in the market - that of providing quality financial advice to clients with smaller portfolios than was traditionally possible. We do this by providing all our advice through video calls, phone and online chat.
We're based in Brentwood and London, and have a great team of advisers, paraplanners and support staff committed to great customer service, whether they're dealing with clients or our business partners.
We soon realised that with the changing regulatory landscape and the unique way our business is set up, we could provide a great value service to other financial advisers.Read More
Chat to one of our team
020 3865 8000
Onvestor Advisory ltd, Salisbury House, London Wall, London EC2M 5QN