Frequently Asked Questions.
Human-centred financial planning for people just like you.
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Your questions answered about our services and how we can assist you.
Yes, Videre Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register by clicking clicking here. Firm reference number: 1016219
Yes, we operate on a non-restricted basis and therefore have access to whole-of-market solutions.
Financial planning is a process of finding the right balance between living for today and living for the future. Some people live beyond their means, focusing too much on the here and now. Other people focus purely on the future and risk not being in the present and enjoying the moment. After all, the future might not always come. Our view is that wealth is measured in time, relationships and experiences. Money can be replaced but time is harder to come by. Financial planning to us is a journey, you need to know the destination, how you would like to travel and what the most efficient route to get there is. A good life and financial planner will help you make sure that your wealth works the way you want it to.
Most people are not that interested in pensions and investments, they want the life that these tools can facilitate. Luckily for you, we have extensive knowledge and expertise in pensions and investments, so you can rest assured we have your back so that you can focus on the big things, such as living the life you want.
Most financial companies focus solely on money and financial management, but this can lead you in the wrong direction without the context of your life and the life you want. It is much more beneficial to approach it as life and financial planning. The team at Videre looks at your needs, environment, aspirations, vision, approach to risk, health and family, because all of this ultimately impacts your financial independence, decisions and your life.
Our evidenced-based approach to investing harnesses the power of science to maximise the chances of successful investment outcomes. Conventional active investing focuses on frequently buying and selling investments in a speculative attempt to beat the market. This usually results in higher risk, poor diversification and high costs. Videre's investment philosophy draws on Nobel Prize winning research from the brightest academic minds in the world of financial science. It is proven to perform, with cost savings for Videre's clients that typically far exceed our annual fee.
Financial planning with Videre includes regular updates and Forward Planning Meetings to ensure that Your Financial Blueprint is on track to deliver the most successful results.
If you like the sound of how Videre can help you, please email us (info@viderefinancial.com) or fill in a contact form here and we will get back to you.
No, the initial meeting is at our expense and usually lasts one hour.
We’ll review your situation, get acquainted, identify key issues, address any questions, and agree on the next steps.
You’ll leave this meeting knowing:
1. We’ve listened to your concerns and priorities
2. How we might be able to help you
3. Our initial and ongoing fees
Meetings are conducted online via Teams.
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Why we stand out.
Our independent, fixed fee financial planning service offers a very different approach to many traditional financial advice firms.
Simple fixed fees, transparent approach.
We've taken a completely fresh approach to fees. We don’t charge percentages or use confusing fee structures that make no sense. Our fixed fees are simple, transparent and fair.
Financial planning, not product selling.
You need more than a salesperson in a smart suit. We're not incentivised to sell you products. Instead, we have a genuine interest in helping you get the most out of life with your money.
Independent, evidence-based solutions.
Unlike many big names, we research our chosen investments and solutions from the entire market, removing conflicts of interest and ensuring you get a cutting-edge, evidence-based investment strategy.
See how we can help you live your best life.
Take our free financial health check or book a free initial meeting to see how we can help you get the most out of life.
The science of wealth.
Ready to learn the science of building wealth? We've launched an independent website full of videos, podcasts and blogs from our experts. Our aim is to take the complex and make it simple. No sales. No nonsense. Just quality information to help you on your financial journey.
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The 7 most common mistakes of DIY investors.
We see lots of DIY investment portfolios. In this video we unpick the 7 most common mistakes.
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YouTube channel.
Your go-to resource for expert tips, insights, and step-by-step tutorials. Our videos break down complex topics into engaging, easy-to-follow content. Designed for busy professionals, each video provides bite-sized value to help you make smarter financial decisions. Hit subscribe and join our growing community!
Podcast.
Each episode delivers actionable insights, expert interviews, and deep dives into topics that matter—whether it’s investing, financial planning, retirement or building long-term wealth. Designed to empower professionals, our podcast simplifies complex topics into practical steps for real results.
Free webinars.
Join our free webinars and gain exclusive access to industry-leading experts sharing strategies to grow, protect, and optimise your wealth. These live sessions cover a range of topics. With interactive Q&As, real-world examples, and practical takeaways, our webinars are an efficient way to boost your knowledge.
Free courses.
From the basics to mastering investments, these courses summarise everything you need to know when it comes to money. Each course is full of clear, actionable content to help you take control of your financial future. Work at your own pace, revisit lessons anytime, and see measurable progress.