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Welcome to Index Financial Services, we are a firm of Independent Financial Advisers based in London.

We aim to provide you with advice on Mortgages, Investments, Pensions and Protection.
 

Services

We provide a range of financial advice, management and planning services to businesses and individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible.

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General

Insurance

Protection

Established in 1991, Index Financial Services Ltd is a firm of independent financial and mortgage advisors dedicated to guiding you through some of the most important decisions of your life, from purchasing a first property to saving for retirement. We are also specialists in helping you to build wealth and, more importantly, to keep it.


This personalised approach to our work is why over 2,500 clients have chosen to trust us with their financial decisions, and we will be happy to discuss anything we can do for you too.

When you are seeking or taking advice, you can do so in a number of ways. One way is to work with and use an independent financial adviser. Known as an IFA. IFAs are able to work with what is known as the whole of the market, which means they are unaffected by restrictions that may limit the Companies they can advise on or the Retail Investment Products they can recommend. This lack of restriction could be valuable to you and in a sector where it is not always clear what type of advice you are being offered, this video can outline more. It explores all the key factors you should be aware of if you are seeking advice, indeed if you are already using an adviser.

Videos

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Mortgages

Protection

Financial/Tax Planning

Investments

Pensions Planning

Managing your Money

Contact Us

Index Financial Services Ltd

Correspondence Address

12 Hay Hill

Mayfair London W1J 8NR

0208 211 9000

Data Privacy Notice

We take your privacy very seriously and we ask that you read this privacy notice carefully as it contains important information on who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event you have a complaint.

Correspondence Address

12 Hay Hill

Mayfair 

London W1J 8NR

Contact

0208 211 9000

If you wish to register a complaint, please write to Compliance Officer - Emmanouel Kontis, Index Financial Services Ltd,

12 Hay Hill, Mayfair, London, W1J 8NR or telephone 0208 211 9000.   

 

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567

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Index Financial Services Ltd is an authorised credit broker and not a lender. We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business). amend with the applicable/ appropriate commission models. Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.

Index Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.

Financial Services Register No: 222570 http://www.fca.org.uk/register.

Index Financial Services Ltd Registered Address: 12 Gateway Mews, Ring Way, London, N11 2UT.

Registered in England & Wales, No. 03363388.

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©2023 by Index Financial Services Ltd.

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