A Finance Ltd

Independent Financial Adviser Penzmead, Station Road, Milverton, Taunton, Somerset, TA4 1LD
FCA verified
10th September 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pensions & retirement planning
    • Pensions review
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Trevor Phelps DipPFS, Cert CII(MP)
Director
Where to find us

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

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

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

Qualified to give long term care advice and able to help with Auto Enrolment.

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