Unexpected windfall or just cash to spare and in need of guidance? Saving towards a set goal? Our advisory process makes sure your money works for you.
Whole of life, Critical Illness or income protection, we have you covered. Our whole of market panel contains top industry names ensuring quality and suitability.
Thinking ahead for the next generation? We can assist in setting up arrangements to ensure your wishes are fully adhered to.
Independent Financial adviser Based near Ely, Cambridgeshire
Free initial consultation / financial health check
Fordham Investment Services is fully qualified with years of experience in finance. We cater to both businesses and individuals through assessing needs and tailoring whole of market solutions to your requirements.
Our advisors are supervised by New Leaf Distribution Ltd, our principal firm who is fully authorised by the FCA to give you peace of mind that the recommendations we give are some of the best available.
We will always act in a clients best interest and ensure our advice is laid out in a Jargon-free manner.
From our first meeting,our advisors will begin to provide insight into how your financial plans could be better structured.
On an ongoing basis, we follow up and maintain any plans with regular consultations to re-assess your situation and adjust strategies to meet any changing circumstances.
Whether you're a novice in the financial world or a seasoned veteran, we will coach and develop your knowledge enabling you to understand what goes into creating and maintaining financial prosperity.
I approached James to advise on insurance matters. He was Friendly and explained everything in an easy to understand manner.
Fordham Investments look after my pension & investments and have been able to help me save a large sum of money.
James has helped with my business & personal finances for several years and cannot recommend him highly enough.