They’ve helped us build a position where we know our family will be okay.
About you
Different starting points, different stories, but the same need for advice.
Your story so far
Everyone’s financial journey changes over time, but we’ll always be there, helping you through key moments with our people-first approach.
Hear from our clients
I knew the theory, but needed help putting a proper structure around my own finances.
Kieran
London
When we retired, we needed help managing everything; now we can just get on with life.
Phil and Susan
East Sussex
They’ve helped us build a position where we know our family will be okay.
Brian and Beverley
Kent
I knew the theory, but needed help putting a proper structure around my own finances.
Kieran
London
When we retired, we needed help managing everything; now we can just get on with life.
Phil and Susan
East Sussex
Excellent rating
Based on 19 reviews![]()
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Paul and his team have been my go-to source for information and help on financial matters for a long time. Clear and straightforward, their advice helped me to make sense of a confusing raft of personal and occupational pension papers and organise them sensibly. Paul has always taken into account my needs and aims and tailored his advice to fit and has done the same for the friends and family I have recommended to him. I simply can't recommend them highly enough!
Ian Ladds13 days ago
I transferred my SIPP pension to Doug Rodman of QI Financial Solutions. Doug is the consummate professional, with a friendly, personal touch.
Kaku Singh17 days ago
Doug Rodman has been my financial adviser for many years and he is personable and trustworthy. He has overseen my retirement planning and continues to monitor my investments on an annual basis. I am completely happy with the service that he provides, and would not hesitate to recommend him.
Jean Dolinski20 days ago
Doug Rodman has been my financial advisor for approximately 9 years. Without his advice, reassurance and expertise I would not have been confident that I could retire at the age of 60. During the past six years the world has experienced many difficulties and thankfully with Doug’s guidance my financial affairs have remained secure and stable. I look forward to our annual meetings and have no hesitation in recommending Doug to others in need of similar advice and reassurance.
Andrew Dolinski20 days ago
I have a long term client relationship with Doug and am confident in his thinking, advice and recommendations. He has advised me across a range of financial tools over a varied geo politcal backdrop.
James Clark21 days ago
Very thorough assessment and clear advice with options and possible outcomes. Prompt response to all queries
Kate Marsh30 days ago
Doug has been friendly and supportive during our review of my finances and the subsequent reallocation of thence into different funds.
Rodney Lay32 days ago
Tim brings a pragmatic, reassuring and (critically) easy to understand approach that left me feeling confident that I had considered all my options and made good choices for my family's future.
Kate Fynes106 days ago
I have worked with Paul at Qi since 2014. He has been outstanding in providing my family with financial planning and investment advice. Always timely and excellent at following up. Proactive and keen to ensure I fully understand the advice being offered. A great advisor who I would recommend without hesitation.
Ian Grant112 days ago
I have received excellent financial advise from Tim at Q1 for a number of years and I am very happy with the friendly and professional support provided
Colin Smith125 days ago
I have been a client for the last five years and, throughout that time, Tim and the team at QI have consistently provided a high quality, reliable, friendly and much valued service. I would have no hesitation in recommending them, and indeed have done so.
Simon Barrett130 days ago
Excellent service
Penelope Alway130 days ago
The service the team at QI provide is excellent: personalised, swift and very reassuring. Paul Annys especially has helped us in so many ways since we first came to QI for financial advice.
Joey Clarke130 days ago
Jackie bloom @ QI is amazing. Extremely knowledgeable in all aspects. Highly recommended. Helped me and my partner. Amazing asset to any Financial institution
Charles Rogers404 days ago
I have been very happy with the financial advice I have been given
Jan Buxton3325 days ago
Making the financial transition from professional life into retirement has been eased by the excellent pension and mortgage advice received from Qi Financial Solutions. Would highly recommend their expert and personal service and delighted with the returns so far.
Andrew Smith3459 days ago
Very happy with the service I received. Wendy took the time to understand our requirements and delivered an excellent solution.
Linda Knowles3659 days ago
We've just used QI to help us through a tricky financial situation and we found them to be brilliant. Both professional and personable, would highly recommend.
Ed Ferguson3709 days ago

