Free financial review for members

Onvestor5 (2)

Racing UK has partnered with innovative financial advisory firm, Onvestor, to offer Racing UK members a free initial financial consultation – with no obligation!

You can conveniently arrange a phone or video call with a qualified adviser at a time to suit you.

And what’s more, if you do end up taking their advice you’ll receive a FREE month of your Racing UK membership* – even if the advice is ‘no action necessary’. A second opinion was never so helpful.

OnvestorPhone+Logo

Not a Racing UK member? Click here.


Five reasons to try Onvestor

  1. A no-cost, no-obligation consultation and in-depth report/recommendation. 60 minutes that could change your finances forever. No need to put this off any longer!

  2. Expert advice from experienced UK-qualified and -based advisers. A real human conversation, not some robot doing complex mathematical analysis you can’t make sense of.

  3. A truly personalised solution, not a pre-baked ‘one-size-fits-all' one.

  4. Best use of technology to maximise convenience and efficiency and keep costs down.

  5. A service for people like you, not one designed for some elite only (we’re delighted to work with clients with a huge diversity of circumstances).

Who are Onvestor?

  • Onvestor is a long-established financial advice firm based in London.

  • It exists to provide clients with advice to deliver the best financial outcomes for them pre, at, and in retirement.

  • It doesn’t have specific products to push, or sales targets to realise.

  • It provides its clients with recommendations that they can choose to adopt, tweak or reject (we listen to and flex to reflect our clients' requirements).

  • Everything it does is in Plain English and is entirely transparent.

  • Time is happily spent explaining anything needed as required.

How it works

  • An initial consultation by phone or video call (or sometimes face-to-face).

  • Follow-up dialogue by phone, video call or email as appropriate.

  • Regular reporting to keep you informed.

  • Enhanced website and app capability due for launch later in 2018.


Terms and Conditions

Free month for Racing UK members

Racing UK members qualify for a free month when they sign up for advice via Onvestor and complete a full initial “fact-find” meeting, supplying required data to allow Onvestor to provide advice which the member receives via an initial report (which the member electronically signs to confirm they have received) and holds a follow up video meeting.

Once the member has held a minimum of two meetings and signed the advice report, they will qualify for their free month when they:

(a) take out a life or health assurance policy; or

(b) invest at least £1,000 of pension, ISA or direct investment; or

(c) take out a will following advice from Onvestor; or where

(d) Onvestor advises the customer that they should not do anything.

Loading...
This video is playing in Picture-In-Picture. Click to Exit.
This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies.