Autonomy Protect

General information

We are committed to delivering the very best personal service to our clients, ensuring they receive appropriate information and advice to help them make their own decisions.

As Protection Advisers we can offer our clients best value by researching and seeking products and solutions from our range of specially selected product providers.

Working closely with our parent company, Autonomy Financial Planning, we as a group can provide advice on ALL aspects of financial planning.

How We Work.

We offer all prospective new clients a free, no obligation, one hour initial consultation. The purpose of the meeting is to establish how we can assist in helping you to achieve your financial goals and objectives. We will undertake a preliminary review of your financial situation and establish a realistic assessment of what you need to do.

If you decide that working with Autonomy Protect is the right thing to do then we will carry out a financial review of your situation, then we will undertake specific work that you request us to do.

Our emphasis is on providing specific advice to meet your needs and we will only recommend products and providers after evaluating all the options available. Once you have considered the recommendations we will agree with you an implementation programme and take care of all administrative matters including liaising with existing providers on your behalf.

Once your plans are in place we will provide on-going support in the form of regular reviews and meetings.

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.

Autonomy Protect is a trading style of Autonomy Financial Planning Ltd which is an appointed representative of Intrinsic Mortgage Planning Limited which is authorised and regulated by the Financial Conduct Authority.