Advies Private Clients LLP
Need Financial Advice. Look no further for Expert Independent Advice. We Offer a Truly Personal and Professional Service.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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ISA / Unit Trusts / OEICs
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Offshore investments
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long Term Care
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Last authorised 15th January 2020
Meet our advisers
Chris Dahl
Independent Financial Adviser
What our clients say
Working in the health industry my depth of knowledge in the Financial world was limited to the business I was running. Having met a number of advisors over the years I was wary as they often failed to focus on my needs and wants.
What impressed me most with Chris was that he was focussed on getting me what I wanted as opposed to selling me a financial package.
Bash Kaifi - Osteopath at Parkside Health, Hillingdon
In todays complicated and strictly regulated financial services market, finding an independent adviser with the specialist knowledge is never a simple task.
Having worked with Chris for a number of years now, he has always demonstrated real knowledge and makes use of our wide range of professional contacts to ensure you have the best advice available.
Gary Hook Partner at Masons Accountants, Slough
Chris is a fantastic IFA who is knowledgeable, polite and has given the time to get to know myself and my business and therefore provide me with the best advice. I highly recommend him to anyone
Vic Marwaha Lighting - Cameraman/Editor & Equipment and Crew Supplier, Windsor
About us
Welcome to Advies Private Clients LLP, providers of financial services including pensions, investments and financial planning, delivered with a unique approach that combines modern technology with traditional customer service.
If you choose to become an Advies client, we will work with you to implement and maintain a financial strategy to meet your needs.
This will assist you and your family in supporting your lifestyle and protecting against risks.
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Our services
As an Independent Financial Adviser at Advies Private Clients, I can offer expert Independent Financial Advice and Wealth Management across all aspects of financial planning, including.
• Retirement planning (Stakeholder Pension, Personal Pension, Pension Transfer, SIPPs)
• Post Retirement planning (Drawdown, Annuities)
• Investment Planning (ISA, Unit Trust, Investment Bonds, Capital Protected plans)
• Estate and Trust planning
• Mortgages
• Life assurance and protection planning (Term Assurance, Life Cover, Whole of Life Cover, Income protection
• Will writing
See risk warning below.
Where to find us
Advies Private Clients, 70-72 Alma Road, Berkshire, Windsor, SL4 3EZ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Compliance
Your home may be repossessed if you do not keep up
repayments on your mortgage.
