A Finance Ltd

Independent Financial Adviser  Penzmead, Milverton, Somerset, TA4 1LD
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FCA authorised
Last authorised 20th January 2020
Specialising in getting the highest income available from your pensions at retirement and managing investments efficiently before or after retirement.
We can advise you on
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Annuity purchase
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Pensions & retirement planning
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Pensions review
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Stakeholder
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Long term care
Meet our advisers
Trevor Phelps DipPFS, Cert CII(MP)
Director
About us

Providing advice for “at retirement” and “post retirement” clients it's clear that problems do not end if you've a nest egg invested or to invest.

Sadly for some clients problems start with the loss of spouse or partner in later life.

For us a client's lack of in-depth knowledge about finance is not a problem, they just have to know what they want and we will help them to achieve it.

We specialise in helping people to achieve the highest income available from their pensions at retirement and people who need to efficiently manage their investments before or after retirement.

Our services

@ “Face to Face” advice in your home for a more personal service or at our offices if you prefer.... @ On ongoing annual reviews to make sure your investments continue to be suitable.... @ “At retirement” advice to get the best income from your pension or investments.... @ ISA management, specialising in ISAs held on platforms such as AXA Elevate, Cofunds and Fidelity.... @ Long term care planning

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Penzmead, Station Road, Milverton, Taunton, Somerset, TA4 1LD

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Our Chartered status is a reflection of the quality of independent financial advice we provide.