17a Montpelier Villas
With over 25 yearsâ€™ experience within the Independent Financial industry, we offer a tailored service to clearly advise and guide you through your personal financial planning requirements. We believe that everyone is an individual and that all of our clients need bespoke advice and financial solutions. We seek to establish long term client relationships, as we believe that this is the most effective way for clients to achieve their financial goals at every stage of life. Being independent means that I am not tied to any one company or institution and therefore, provide totally unbiased advice. In addition to offering one-to-one advice, I believe in using technology to its maximum advantage, utilising the latest cutting edge software and processes to develop the best solutions for clientsâ€™ needs.
Independent Financial Advisors, based in brighton.http://axiswm.com
Some of the areas in which we can help: ? Pensions - Planning your retirement and the level of income required. ? Investments – Making best use of your capital & surplus income. ? Protection – Ensuring you have appropriate cover for you and your family. ? Inheritance and Capital Gains Tax planning, tailor made solutions to reduce liability.
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