ABOUT INDEX
For over three decades, Index Financial Services has built lasting client relationships founded on trust, experience, and expertise.
We offer the kind of advice we would give our own families — honest, thoughtful, and tailored to you.
Trusted by thousands. Proven over decades.
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Established in
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Years of experience
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Clients served
OUR SERVICES
We provide independent financial advice to help you make confident decisions — whether you are buying a home, investing for the future, or protecting what matters most.
We start by listening. During your no-obligation consultation, we learn about your goals, assess your financial situation, and set the foundation for meaningful advice.
We analyse your circumstances and create a bespoke plan that’s clear, actionable, and aligned with your objectives.
Once you are happy, we take care of everything — from applications to paperwork — making your experience seamless and stress-free.
As your goals evolve, so do we. We regularly review your plans to ensure your financial strategy continues to meet your needs as life changes.
Our Process
PROVEN RESULTS
Delivering tangible outcomes for our clients
£13 million
Raised on a commercial property portfolio at 70% LTV
5 pension plans
Consolidated for a streamlined retirement strategy
£1 million
Managed through retirement income drawdown
Equity release
Enabled many clients to help their children to step onto the property ladder
