Video Index

You will find a range of different videos that we trust you will find useful.

An explanation of how the client works with you (the Adviser) to develop a financial plan to support their life plan, investing in a diversified portfolio in line with their Attitude to Risk.

An introduction to the fund managers who work with Omnis, how we select them, how we monitor them and what we do when changes are needed.

An explanation of how clients can get good credit score when applying for a mortgage

An explanation of the recent Omnis funds developments, why we made the changes and what clients can expect going forward.

02:10

How We Work

A short video on how we work with you to discover your financial aspirations and put in a plan in place to achieve them.

01:11

Benefits of a platform

An online platform holding all your investments in one place.

02:23

First Meeting

We will help put together the pieces of your financial planning jigsaw

01:02

Investments at ALM

We can take the headache out the complexity of pensions and investments.