Totara is an Independent Financial Advisory firm based in Surrey, providing entirely independent financial advice to clients across a broad range of financial products.
Is the advice impartial?
We are not affiliated to any providers, so our advice, research and recommendations are always totally impartial – we search for the best possible financial products from the whole of the market.
What will it cost?
Initial meetings are always free of charge with absolutely no obligation. When we’ve established your goals, we will find you the best possible solutions and products for your financial needs, and if you use our advice you can choose to pay us a small commission via the provider, or a one off consultancy fee.
Who uses Totara?
Totara has grown through the referrals and recommendations of our long term clients who trust us to help them make the best possible decisions for their financial future.
Whatever your financial situation, independent advice will help you read between the lines of financial products to save you time and money in the future.
Our relationship with you is the key to ensuring the advice we give is accurate, appropriate and enduring.
At Totara we get to know you, your financial situation, your needs and your aspirations. No two client’s financial goals or situations are alike, so we take great care and time to make sure that we know exactly what you need, then we research the whole of the market to find the best possible solution for you.