Friendly and Approachable
Our team of Chartered and Independent Financial Planners is ready to assist you in developing a comprehensive financial plan tailored to your goals. We provide guidance on essential aspects such as life insurance, critical illness cover, and income protection, and help you create a long-term financial strategy with tax-efficient savings through pensions, ISAs, and other financial products. Our Lending Team is also available to secure the funding you need, whether for a first home purchase or a mortgage review.
For businesses and professional property investors, our commercial finance team offers extensive expertise to help you grow your property portfolio, acquire commercial premises, business assets, or property development finance. Contact our friendly team to discuss your needs.
At Omega, we hold the following values dear to us and strive to these standards in all that we do:
Partnership
We collaborate in-house, with Sandringham Financial Partners, and with our external partners, believing in the strength of our team. We aim to nurture and support each other within a culture that fosters teamwork, inclusivity, and a balanced pursuit of both professional and personal growth, whilst enjoying the journey.
We learn from our experiences and make decisions that instil a sense of pride in our firm.
Client Service
Our approach is client-focused, working diligently to earn and maintain our clients’ trust, exceed their expectations by thoroughly understanding their needs, and aid them in surpassing their goals. We embrace innovations that enhance our offerings for clients.
Integrity
We strive to uphold the highest ethical standards, demanding transparency and vigilance from our people and our partners.
We work to uphold the highest standards of discretion and confidentiality to protect our clients and our people.
Excellence
We strive for excellence and unparalleled performance to achieve outstanding results for our clients and stakeholders.
We commit to continual personal and professional development to enrich ourselves and elevate the quality of our advice and to positively influence others.
We are mindful that our decisions and actions have the power to affect and transform lives.
We bring these values together and the following statements represent our commitment to help the clients we serve to be successful:
Our Mission Statement
Our mission is to be a leading financial advice firm, recognised for our commitment to our shared values of partnership, client service, integrity, and excellence. We strive to empower and inform our clients by thoroughly understanding their needs, delivering exceptional results with the highest standards of discretion and confidentiality. Through a culture that nurtures professional development and personal growth, we aim to provide unparalleled service and quality advice, ensuring our clients are delighted to recommend us everywhere.
Our Vision Statement
To inform and empower clients with innovative financial advice and solutions for a prosperous future.