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ZURICH ADVICE SOLUTIONS

Advice, wherever you are

When you’ve got a decision to make and you’re not sure what to do, you’ll probably turn to the people you trust, like friends and family.

But when it comes to making important financial decisions, you might want to get some professional advice.

Meet Zurich Advice Solutions.

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How can we help?

Speaking to an adviser can help clarify any financial concerns you might have, and address what your next steps could be to achieve your financial goals.
Want to know more?
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What to expect from us

No waffle – just practical advice from an expert on those areas that are important to you right now. And with your first appointment free – why not give us a call.
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How much does the service cost

If you think advice is way out of your price league, you might want to think again. We make our charges crystal clear before you sign on the dotted line – there’s no surprises.
How much does it cost?

Meet the experts

If you’re looking for one-off advice at a price that could suit your pocket, why not arrange an appointment by calling one of our team on 0800 587 9040.

Alternatively you can contact us online with an appointment request.

Financial advice is available through Zurich Advice Solutions (UK) Limited, appointed representatives of Evolution Wealth Network Limited.

overview

Team overview

Our experienced team will help you cut through the jargon and explain anything you are unsure about. They’ll offer you practical advice to help you find the right solution to meet your financial goals…helping you tick one more thing off your to do list.






Martin Nelmes

Martin Nelmes

Client Relationship Manager

Martin heads up the team and has over 9 years of experience. He gives his team the right motivation to make sure they’re at the top of their game – giving you the right level of service when you need it.

Get to know Martin…ask him how well Brentford FC are doing this season

Robert Powell

Robert Powell (FPFS (DM)

Chartered Financial Adviser

Robert has been an adviser for over 14 years. Getting to know you and your financial goals will help him really understand what’s important to you, so he can give you the right advice to suit your needs.

Get to know Robert …ask him where he’d most like to travel in the world

Oliver de Barra

Oliver de Barra DipPFS

Financial adviser

Oliver has over 9 years of experience as an adviser. He can help you see if there are any gaps in your financial needs and will make the whole thing really easy to understand.

Get to know Oliver… ask him where his favourite mountain bike trail is

Phillippa croucher

Phillippa Croucher

Administrator

Phillippa will keep you informed of the latest information about your request. She supports both Oliver and Robert and will arrange appointments over the phone to ensure you are getting the advice you need when it’s right for you.

Get to know Phillippa…ask her where her favourite ski run is

Becky Norris

Becky Norris MSc BA (Hons)

Administrator

Becky supports both Oliver and Robert; so you’ll no doubt speak to her over the phone to discuss your appointments. She’ll keep you up-to-date on the progress of your request and make sure you have a smooth experience.

Get to know Becky …ask her who her favourite Big Brother winner is

Remember, the value of your investment could go down as well as up and you may get back less than the amount you've invested.