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WE PROVIDE
Tailored Financial Services

Independent Advice

From a firm you can trust

Part of a national network

Of IFAs, Mortgage brokers & will writers 

PENSIONS, ISA's
& INVESTMENTS

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.

 

PROTECTION
POLICIES

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.

LATER LIFE AND ESTATE PLANNING 

Thinking ahead for the next generation? We can assist in setting up arrangements to ensure your wishes are fully adhered to.

OUR SERVICES

 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.

Past performance is not a guide to the future.
Prices can fall as well as rise meaning you may not get back the value of your original investment.
Investment returns may fluctuate and are not guaranteed.

Find an expert you can trust:

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Current Value of Pensions

Approximate Current Assets

Now, what is your expected annual income?

Amount available to invest

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Loan required:

Approx Bussiness turnover

Number of employees

Your contact details

FIND OUT MORE
ABOUT OUR PRODUCTS AND SERVICES

CONACT US

WE ARE
Advising...

From our first meeting,our advisors will begin to provide insight into how your financial plans could be better structured.

WE ARE
Supporting...

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.

WE ARE
Educating...

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.

FIS BLOG

TESTIMONIALS

I approached James to advise on insurance matters. He was Friendly and explained everything in an easy to understand manner.

Cecily

Fordham Investments look after my pension & investments and have been able to help me save a large sum of money.

Cath

James has helped with my business & personal finances for several years and cannot recommend him highly enough.

Robert

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