The Lodge, 66 St. Leonards Road, Windsor, Berkshire, SL4 3BYMake an enquiry
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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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
• Life assurance and protection planning (Term Assurance, Life Cover, Whole of Life Cover, Income protection
• Will writing
See risk warning below.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.