Odyssey Wealth Management is a financial advisory firm unlike most in the UK. We bring a fresh approach to financial advisory and wealth management services. By using the latest technology combined with the best possible solutions, our sole aim is to deliver the best advice and outcomes for our clients.
All our Directors have worked within large IFA practices and have extensive experience within the industry. With Odyssey, we wanted to create a fresh approach….an out with the old and in with the new way of thinking. We set ourselves 4 objectives on which to base our business on.
Independence – We feel that this was fundamental and needed to be at the heart of our business. With this in place, we are able to provide our clients with expert advice by which, to make informed decisions about their financial future. To us, Independence means exactly that. From the network we partner with, to the providers we recommend, there is no ulterior motive. We believe that to be truly independent, we need to be free from the influence of any stakeholders who provide products. A simple, clear and direct approach from us to you.
Ethical - We take this further than simply acting with and demonstrating absolute integrity in our dealings with clients. We feel that as a business if you do not get the basics right, it can be a slippery slope. In terms of our business, we act on what we feel is the right thing to do and make sure we get the small things right.
Pricing - While we need to make a profit, we believe that our clients need to get real value from the services we provide. Through the use of the latest technology and having the right systems in place, we can achieve a balance where the clients can achieve their full financial potential and we can continue to grow as a successful business.
Our prices are clearly displayed- absolutely no smoke and mirrors. We ensure that our pricing is upfront and honest, so that you know exactly what you will be paying. We are so confident in our service that we guarantee to beat any like for like quote by a similar type of adviser or firm.
Risk and Stability - All too often we see situations where people are investing in glamorous and exotic deals that don’t seem to add up. When you look into these deals, it comes down to one simple truth, they have been advised to invest in them. Think about it, no one would just invest in an exotic South American business venture on a whim. This is too often the case where the actual advice has been unduly influenced by stakeholders and commissions paid. Some companies steer their clients into poor deals where they can extract huge commissions. These types of products are merely designed to circumvent FCA bans on commissions. At Odyssey Wealth, even though we consider the entire market and all suitable investments that are available to our clients, we have strict criteria to ensure a robust advice process is in place to protect our clients.