We are committed to providing high quality financial advice. The reputation of our independent financial advisers is founded on the application of integrity and expertise in recommending the most suitable product for the needs of their customer. Our aim, quite simply, is to optimise the effective management of your financial affairs. Fundworks Limited and our business partners can provide you with the complete financial solution to meet your personal needs with independent financial advice on a wide range of financial services.


We have a “team-based” approach to looking after our clients and we believe in, and take pride in building strong, long-term relationships. We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover). We help our clients achieve their lifetime financial goals and support the creation of their financial independence.


We will create a plan that identifies the gaps between where clients are and where they want to be.

Support them in making their aspirations a reality.

Create an investment plan that focuses on meeting our clients’ needs.

Making adjustments as their circumstances change.


We help you achieve your goals using the latest financial planning techniques and technology - while keeping you fully aware of the reasons for the recommendations and the costs involved.


S36 2UH



T: 0114 2903645
F: 0114 2903646



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© 2015

Fundworks Ltd

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Fundworks Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 209002. You can check this on the Financial Services Register by visiting the FCA’s website - https://register.fca.org.uk/ or by contacting the FCA on 0800 111 6768 (freephone).


The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.