Response rating

7.0/10

14th August 2017

Advies Private Clients LLP

Independent Financial Adviser The Lodge, 66 St. Leonards Road, Windsor, Berkshire, SL4 3BY

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

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

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

Where to find us

About us

Book an appointment here https://10to8.com/book/wokuph-free/

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 www.advies.co.uk

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

Compliance

Advies Private Clients LLP is a limited liability partnership registered in England and Wales No. OC319179 . Advies Private Clients LLP (FCA registration 608366) is an appointed representative of Intrinsic Mortgage Planning Limited, Registered in England 5372217 and Intrinsic Wealth Limited, Registered in England 4500273. Wiltshire Court, Farnsby Street, SWINDON. SN1 5AH. Intrinsic Financial Services is a holding company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority.

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Compliance

Contact options

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