About us
About Omni Financial
Based in St. Albans, Hertfordshire, our team of independent financial advisers (IFA's) have a wealth of experience, and know how to help you make sense of your money, providing answers to your financial questions, whatever they may be.
Our aim is to take away your uncertainties and put you in control of your financial future by finding the best solution for your needs. It starts with understanding everything we need to know about you. During our first meeting we’ll discuss you, your needs and your situation. We’ll chat through any questions you may have and what it is you want to achieve. From there we’ll be able to give you a clear outline of the advice we can offer, the associated costs and ways of paying, so that you can make a decision about your next steps.
Why choose Omni Financial, Independent Financial Advisers?
We believe the way we work sets us apart. Every client is unique so we think it’s important that every client receives professional advice with a personal approach.
We understand that this isn't just about the here and now. We’re here to support you over the years to come to make sure that you stay on track.
All of our advisers are qualified and have the experience to ensure that the best solution is put in place for every client.
Our services
Pensions & retirement
Plan for the retirement you want, review existing pensions and make sense of your options.
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ISAs & investments
Invest with a clear plan that matches your goals, timescale and attitude to risk.
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Residential mortgages
From your first home to remortgaging, help finding the right mortgage for you, with a mortgage calculator.
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Inheritance tax planning
Plan ahead to protect your estate and pass on more of what you have built.
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Equity release
Understand whether releasing money from your home is right for you, and the alternatives.
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Business insurance & protection
Relevant life, key person and director share purchase cover to protect your people and your company.
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Commercial mortgages
Finance for business premises, investment property and portfolios, with a commercial mortgage calculator.
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Development finance
Funding for ground-up builds, conversions and refurbishments, with a development finance calculator.
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Bridging finance
Short-term property finance for auctions, chain breaks, refurbishments and fast purchases.
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Business loans & finance
Business loans, asset finance and invoice finance to fund growth, equipment and cash flow.
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Professional partnerships
For accountants, solicitors and other professionals: a joined-up service for your clients, with a no-compete promise and no referral fees.
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If you would like to find out how our independent financial advisers can help you, please get in touch. Call us on 01727 223251 or complete our short enquiry form below.
Our sister company
Omni Lifetime Planning
Our sister company Omni Lifetime Planning looks after wills, lasting powers of attorney, trusts, probate and estate planning.
Q&A
Questions & answers
How long has Omni Financial been established?
Omni Financial Ltd was set up in 2005 by Guy Swinnerton and is based in St Albans, Hertfordshire.
Are your advisers qualified?
Yes. Our advisers hold industry qualifications such as the Diploma in Regulated Financial Planning (DipPFS), and our team includes a Chartered Financial Planner.
Are you truly independent?
Yes. We can recommend products from across the market, not from a single provider or a restricted panel.
Your first meeting is free
Talk to an independent financial adviser in St Albans. Call 01727 223251 or send us a message.
