Our firm focuses on good personal service and confidential quality advice. We deliver on promises; we offer strategic financial planning; we give regular reviews; we take pride in knowing and understanding our clients; we are trustworthy and accessible. Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate! Being independent financial advisers allows us to work on your behalf and recommend the best in the market place.
Services
Independent Financial Advice covering Berkshire, Bucks, Surrey, the Thames Valley, and the Surrounding areas. We are based in Maidenhead but cover a wide geographical area. We specialise in providing advice for customers approaching, or at, retirement, and also those who have already retired. We have considerable experience in providing advice to clients in later life, and we increasingly are helping clients with care home fees advice.
Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different 'tools' used to save for retirement, the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you.
From childhood, most of us are told to put away money to save for the future - perhaps for something special; or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt. People's aims are broadly the same; to provide for future needs, and to protect ourselves against unexpected expenditure, events and inflation.
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