Financial Management

Financial Advisers (Independent) in Watlington (Oxfordshire)

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Stoke Field Farm
Knightsbridge Lane
Pyrton
Watlington
Oxfordshire
OX49 5AT

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Key Services

inheritance tax, investment, isa



About

Independent Financial Advisers specialising in Pensions, Mortgages - including Home Equity Release, Investment and Tax Planning.
Initial consultation free of charge.
Male and Female advisers available.

Trade Bodies / Associations

Directly Regulated by the Financial Services Authority.
Member of the Association of Mortgage Intermediaries.
Member of the Chartered Insurance Institute.
Member of IFAP.

Specialist Services

We are small enough to provide a completely personalised service, yet large enough to negotiate improved terms with Investment Groups, Life Assurance and Pension providers.
One of the few firms offering advice to the elderly in respect of Lifetime Mortgages.

Trading Since

1998

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Products and Services

We offer these services

  • Free Parking
  • Customer Service / Helpline

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