Investments and pensions
The right independent adviser,
found through our network.
In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We use our network of contacts to make sure you are with a suitable independent adviser, then work alongside them.
- We introduce, we do not sell, so the advice you get stays impartial
- We work alongside your adviser, with your tax position in view
- Pensions, protection and retirement planning all covered
Prefer to talk? 0121 753 5522
Book a free consultation, and we’ll provide a personalised approach to your finances
- No obligation
- Same working day reply
- Kept private
Why we introduce rather than advise.
Financial advice is a regulated, specialist field. Rather than pretend otherwise, we use our professional network to match you with an independent adviser who suits your situation, and then we work with them to provide you with impartial advice. Your accountant understanding the tax side, and your adviser understanding the products, tends to produce a better answer than either working alone.
Onyx Accountants does not provide regulated financial advice. Any regulated advice you receive comes from the independent adviser we introduce you to.
Investments and pensions.
The areas our introductions most often cover.
Pension schemes and auto enrolment
Workplace schemes, and the duties that come with them.
Life assurance
Cover for the people who depend on the business or on you.
Critical illness cover
Protection against the thing nobody plans for.
Private medical and care plans
Including cover offered as an employee benefit.
ISAs and investments
Using your annual allowances, matched to your timescale and appetite for risk.
Retirement planning
What the business is worth to you, and when you can step back.
We find you the right adviser, then stay in the room.
Reviews
What people say on Google.
Before Onyx we didn’t really have a clue where we stood from one day to the next. They helped us take financial control of the business — and gave us real insight into running it better.
Diligent, fast to respond, and they go the extra mile. They made us fully compliant and fixed errors I didn’t know were there. A very positive move from my previous accountants.
Eight years in, they still go well beyond compliance — strategic advice, quick answers, and a genuine eye on opportunities that benefit us.
Questions we get asked.
Do you give financial advice yourselves?
No. Regulated financial advice comes from the independent adviser we introduce you to. What we contribute is the accounting and tax context, and a second pair of eyes on whether what is proposed fits the rest of your position.
How do you choose who to introduce us to?
From a network built over years of working alongside advisers. We match on the specific situation rather than sending everyone to the same person, and we will tell you if we think the fit is wrong.
Is there a fee for the introduction?
Ask us and we will tell you plainly how any introduction is remunerated, before you meet anyone. You should always know that, whoever you are dealing with.
Can you look at the pension I already have?
We can look at how it sits with your tax position and your plans for the business, and the adviser can review the product itself. Between the two you get a complete answer rather than half of one.
Contact us now for a free, no-obligation consultation.
No obligation, and a fixed written quote before you commit to anything.