With our unique approach and hardworking attitude Unite the Union felt we were a great fit to work with. So much so that they have appointed us specially as their official financial adviser. our commitment to simplicity, our reputation for doing everything in our clients best interests and our human approach makes us the perfect fit with Unite, which values those exact assets. Together we’re going to make the financial future for you, the member, great.
Our approach is simply different from all the others. We treat you like a real person, not just another customer. We believe, like Unite, that we’re better when we work together, for one another. Which is why our approach to advising members is on a one to one basis and built upon our getting to know each member personally in the advice process. Every member, unique.
We provide advice on a wide range of financial services. Our goal is to be able to advise you through difficult financial times and help you build your finances when things are going well. We understand risk and we’re great at advising you in a way that minimises the risk from unforeseen circumstances. We’re specialists at helping people shore up their finances when they or a member of their family is ill or has had an accident.
At Compass we’re always looking to the future, that’s why we’re focused on securing Unite members’ financial futures. We’re pensions experts and work extensively at helping our clients get the most out of their savings and pension arrangements. We think your money ought to work for you, just as hard as you work for your money.
Our approach to advice means you are in control every step of the way. You can choose to either get a quote and take control of your own financial matters or you can arrange a meeting with one of our fantastic advisers using our unique online system - TrueNorth.
Together with Unite, we at Compass want to be available to you, the member, at those times when you need our expertise. That is why we have been endeavouring to make ourselves familiar faces around your places of work. Branches have been calling upon us to give guidance attend meetings to give guidance to members and help when members need it most, and we're only too happy to oblige.
With big changes coming in pensions and government shake-ups making these arrangements unfamiliar, it is important now more than ever to get advice on these key parts of your finances which will be vital to you in the future. At Compass we're pensions specialists and we are only too glad to help you get the most out of your pension.
"Our relationship with Compass is going to help every member get access to reliable, trustworthy advice. We are delighted to be able to partner with such a professional and experienced firm and we are excited to forge this partnership into the future for the benefit of all our Unite members."
Jimmy Kelly, Regional Secretary
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.
If, at anytime, you wish to tell us something or ask a question about our products or service please contact Compass Financial Associates Ltd.
If you do have a complaint, we will do our best to resolve it. In the first instance you should contact: Michael Madden Data Protection Officer Compass Financial Associates Ltd 7 Edenvale Meadows Dunmurry Belfast BT17 0EG Tel: 02890 300325 However, if you are not happy with our response, the Financial Ombudsman Services may be able to help. We will explain at that point.
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