We believe in taking all the guesswork out of finding financial products, we believe in putting you in the driving seat, whether online or face to face.

Personal

You are unique, we are unique. We’ll be perfect together.

At Compass we know that not one person is alike and the same stands true about your finances. That’s why we take a personal approach to your personal finances. From when you first speak to a Compass adviser, they’ll take their time to get to know you and your finances. We’ll build on our knowledge of you as we get to know you better and tailor our advice based on your changing circumstances. That means every time you come to speak with us, your experience will get better and better. How do we do it? We use an industry unique platform to track your finances and get an understanding of how you want to manage your money, using that we can do in depth research and planning to help give you the most appropriate advice for your situation.


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Business

Compass is a business that understands your business.

We know what it’s like to run a business and the pressures you face. Worrying about your company’s finances and objectives shouldn’t be something you have to tackle alone: we can support you. Getting to know your business is our priority and we use the most sophisticated tools in our industry to get an understanding of your business from top to bottom. We do that by leveraging our own unique online system - TrueNorth. It helps your adviser organise face to face meetings and gives your adviser all the information to discuss your business’ needs and plans over the phone or online. We work in tandem with our customers and want to be available for your business when it’s convenient to you. Using TrueNorth allows us to plan ahead and use our time together to your advantage At Compass we want to be familiar faces around your office or factory and that’s why we endeavour to do our business in person, the human approach.


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Unite

Like Unite, we believe that we’re stronger together when we rely on one another, that’s why we put our expertise in the hands of the Unite members. Our advisers are specialists at getting to know you, your colleagues and your union comrades to offer advice that’s tailored to Unite members. We regularly come to Unite meetings and workplaces to get to know Unite members and to offer our services when you need us. We love to get to know Unite members and do our best to meet members personally. We are available to advise new members and existing members alike and whether it’s planning for your financial future in your first job or planning for your retirement, we have Unite members covered with the best service around.


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Insurance

By reviewing all your circumstances, we ensure our advice is robust and tailored to you. We utilize and build on your existing provisions first before even considering starting a new plan. We look at what you have, identify any shortfalls and then if required make recommendations.

Investments

Our aim is to ensure you do not pay any unnecessary tax when you want to spend your money. By reviewing regularly and monitoring your portfolio using TrueNorth, we make sure you do not miss out on valuable tax allowances and offers that once are gone, are gone forever. Our process is designed to ensure you do not miss out on getting a better return than you deserve regarding your feelings about investing.

Pensions

We help ensure you don’t lose out on valuable tax relief to which you are entitled. Planning for financial security, providing for safeguards and financial certainty are for many, keystones you don’t have to miss out on. Financial certainty is central to our approach. We are here to make sure that your retirement planning is built on solid foundations.

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Let Compass be your guide through the ever changing financial landscape, protecting and guiding you all the way.

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Important Information

The value of your investments and any income you receive from them can go down as well as up, so you could get back less than you invested. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.

Think carefully before securing other debts against your home. Information is based on our understanding of current tax rates and reliefs, which may change, and their value depends upon individual

Taxation depends on individual circumstances as well as tax law and HMRC practice which can change.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Can We Help?

If, at anytime, you wish to tell us something or ask a question about our products or service please contact Compass Financial Associates Ltd.

  • Tel: 02890 300325
  • Email: Info@compassfa.co.uk
  • Website: compassfa.co.uk

If you do have a complaint, we will do our best to resolve it. However, if you are not happy with our response, the Financial Ombudsman Services may be able to help. We will explain at that point.

  • Tel: 0800 0234 567
  • Website: www.financial-ombudsman.org.uk