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  11. Aegis Financial Planning Ltd

Aegis Financial Planning Ltd

Independent Financial Adviser  15, Ipswich, IP4 5AR
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FCA authorised
Last authorised 23rd May 2022
I am a professional, knowledgeable, qualified Financial Planner who takes the time to get to know his clients by establishing their aims, objectives and priorities allowing me to develop long-term relationships while achieving your ultimate aims.
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 & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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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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Mortgage protection
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Next home / Remortgaging
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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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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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Critical illness
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Income protection insurance
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Life insurance
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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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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
Meet our advisers
Mr James Tiller
Independent Financial Planner
About us

We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients.

From the outset our mission has always been the same: to challenge the outdated traditional and expensive model of delivering wealth management. Today's clients need to know exactly how much they are paying for their financial services and feel assured that they are getting value for money.

We are a bespoke advisory practice and not a large, faceless corporation, meaning we can offer independent, unrestricted access to the whole of the market on the best terms possible for you.

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Our services

Our services cover the full spectrum of financial services including;

-Investing for the future - ISA, GIA, Investment Bonds, VCT, EIS
-Planning for retirement - Pension consolidation and new plans
-Personal Protection : protecting you and your loved ones - Life, critical illness and income protection
-Long term care
-Estate planning - IHT Reduction
-Portfolio review service - Free MOT comparison with existing portfolio
-Tracking lost pensions
-ESG investing
- Whole of market Mortgage & Equity Release Advice

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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.

15, Ipswich, IP4 5AR

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