Organic Financial Solutions

Organic Financial Solutions Limited are a whole of market, Independent Financial Advisory firm primarily covering the Suffolk and East Anglia area but with an expanding client base. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their money.

We offer a wide range of financial services and opportunities to help you with your financial needs. If you would like to discuss any of these areas further, please feel free to contact us at any time via any of the channels detailed here. You will pay for our services on the basis of a fee, commission or combination of fee and commission.

As with all of our solution services, we offer an initial free consultation to gain an insight into your current situation, plans and also your future aspirations. We have a continued dialogue between yourself and the providers to ensure we derive the best solution to meet your individual needs.

In relation to Wealth Management, we offer a strong ongoing service for the life of the solution ensuring that the initial tailor-made package is always in keeping with your situation and plans.As things change our flexible approach will help your solution change too. Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.

The objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. This could involve a specific review of your current arrangements and circumstances in relation to particular issues you feel require attention or could involve your entire financial situation.

I choose to use OFS as Mike is an accredited IFA and can advise on a wide range of products. Approaching retirement age, I needed professional pension and investment advice. Mike was very frank, up to speed with the changing government rules on pensions and recommended specialist advice where appropriate.