Advies Private Clients LLP

Independent Financial Adviser  Advies Private Clients, Windsor, Berkshire, SL4 3EZ
First meeting at adviser's own cost
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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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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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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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Chris Dahl
Independent Financial Adviser
What our clients say
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
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
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
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.

Visit us at <url hidden>

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
Head office address: 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
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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