FCA verified
14th August 2017

A Finance Ltd

Independent Financial Adviser Penzmead, Station Road, Milverton, Taunton, Somerset, TA4 1LD
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
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
Compliance

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

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