about us & our team
mobile about us & our team

About Us & Our Team

Choice Financial Solutions are here to help you achieve your financial objectives.

Our team of experienced Independent Financial Advisers provide truly independent Financial Planning advice. Our advisers explain and advise in terms that you will understand. Furthermore, we will work with you throughout the advice process. As a result, keeping you fully informed from start to finish.

Choice’s background:

Choice was established in 2004 by our Director, John Quaif. The Choice brand was built around the key values of ‘honesty’ and ‘trustworthiness’.

Moreover and above all else, John expects Choice to deliver high levels of ‘service’ and ‘professionalism’ at all times. These attributes have been the key ingredients used to establish long term client relationships.

Therefore, it is no coincidence that the majority of our business is introduced by personal recommendations.


Photo: The Directors of Choice Financial Solutions, Tom Quaif and John Quaif

We appreciate the trust our clients place in us

That is why we will take time to get to know you as we put together your financial recommendations. Additionally, we will look to build and maintain this relationship over the coming years. This will be done through regular reviews, refining your financial plan if your circumstances change and ensuring your finances remain on track.

With a reputation of being able to explain the complex in simple terms, we will advise in terms that you will understand.
Do you have money to invest? Are you saving for your retirement? Or do you need to take stock of where you are with your own financial plan? We are here to help!

Our Services

These include advice for; Investments, Pensions, Protection, Portfolio Reviews and Ongoing Review Services.

If you’re not sure where to look, please scroll down to the next section and read the description below each service. Alternatively, please visit about you.

Investments

Investments

Investments means Investing money. This is where you are looking to make your money work for you over the longer term.
Pensions

Pensions

Have you retired? Or are you planning your retirement? It is worth looking at the pension options for you and your partner.
Protection

Protection

Having financial protection, such as Life Insurance or Critical Illness Cover will help care for you and your loved ones.
Portfolio Reviews

Portfolio Reviews

Having regular Portfolio Reviews means we can ensure the investment strategy, performance and management costs continue to meet your needs.
Ongoing Review Services

Ongoing Review Services

Our Ongoing Review Service enables us to ensure our recommendations continue to meet your evolving financial position and identified objectives.
About You

About You

The more we understand about you and your situation, the more we will be able to help. Our Advisers can then tailor recommendations to your specific requirements.

Meet our team:

About Us & Our Team

Tom Quaif

Director
Independent Financial Adviser

About Us & Our Team

John Quaif

Director
Independent Financial Adviser

About Us & Our Team

Lloyd Hallett

Independent Financial Adviser

About Us & Our Team

Emily Madgwick

Senior Wealth Administrator

About Us & Our Team

Hayley Windridge

Wealth Administrator

About Us & Our Team

Aimee Skinner

Wealth Administrator

About Us & Our Team

Debbie Quaif

Accounts Manager

Would you like to discuss your financial future with one of our advisers?

Call our office: 02380 633 636
Or use our contact form to get in touch.

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