Adding value to our clients’ portfolios is at the core of our business philosophy.
The main objective of our financial plans is to provide you with peace of mind whilst pursuing a long-term strategy.
We will introduce you to our wider network of specialists if your portfolio requires a solution which is not offered by ourselves.
We follow best-practice advice processes and apply strict operational guidelines.
As independent professional advisers, we are not tied to any product provider.
We also provide clients with intermediary services on existing plans and products.
Linda Uhlmann
Financial Advisor
Financial Advisor since 2005.
In 2014 she established Linda Uhlmann and Associates.
Simplicity and transparency are often not easily attainable in the insurance industry – we aim to provide you with clear and comprehensive advice on existing or new financial portfolio requirements.
We will gladly assist you in aligning your goals and streamlining your portfolio