Advisory Services

Independent Financial Adviser  Advisory Services, Warwickshire, Studley, B80 7LL
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FCA authorised
Last authorised 3rd May 2021
We usually offer a personal financial service at our office, or at your home or business but this is temporarily suspended. We are able to deal with enquiries via telephone or "E" Mail whilst the current Pandemic exists
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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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Corporate pension
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Employee benefits
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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
Meet our advisers
MR Trevor Paginton ACII,DipPFS
Partner
About us

Advisory Services is a long established partnership and has been offering detailed personal financial planning for over 30 years.

We specialise in Mortgages, Pensions and Retirement Options, collective Investments, and Life Assurance.
We also advise many small to medium sized businesses.

As a new client, we would start with a careful review of your current financial position, discussing your goals and ambitions, and our aim is to help you achieve these.

Please call Trevor Paginton who will be pleased to discuss your requirements further.

Our services

Mortgages,Remortgages and Buy to Lets.
Retirement Planning, Annuities and Open Market Options.
Retirement Planning Income Drawdown
Collective Investments, ISA`s and personal finance.
Portfolio Building and cregular client reviews.
Will Writing

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Advisory Services, The Grange, 37 Alcester Road, Warwickshire, Studley, B80 7LL

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