Sunny Avenue is an advisory business that aims to provide the best financial advice to individuals, regardless of age, income, wealth or background. The company believes that everyone deserves access to professional help with their financial affairs and is committed to providing clients with the best possible advice. The process starts with Sunny Avenue getting to know its clients. The company offers help in several categories including financial advice, insurance advice, later life advice, mortgage advice and business advice. Customers can select the relevant category and answer the relevant questions to receive targeted help. If customers are unsure about the type of help they need, they can complete the FULL SUNNY FACT FIND, which involves answering 20 questions about their finances to provide more detailed information. Sunny Avenue uses their answers to assess which areas of their finances need help. The company then arranges for the most appropriate adviser to begin work on the client’s financial plan. The client’s name and contact details are kept confidential and Sunny Avenue’s terms and conditions for using Sunny Fact Find can be found on their website. Sunny Avenue claim to be deeply committed to creating a better future for their clients, one financial plan at a time. According to their website, their aim is to provide personalised financial advice and support to help individuals navigate the complexities of their financial lives.

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