Alan Gledhill at Aitana Financial Services

Independent Financial Adviser 43 Bridge St, Taunton, TA1 1TP

First meeting at adviser's own cost

Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.

We can advise you on

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Pensions & retirement

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Annuity purchase

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Auto enrolment

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Defined benefit

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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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Mortgages

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Bad credit

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Building your home

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Buy my next home

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Buy to let

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Buying commercial property

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Buying first home

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Buying overseas

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Equity release

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Flexible mortgages

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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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Right to buy

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Self-employed mortgages

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Financial planning

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Wealth management

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Investments

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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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Socially responsible investments

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Unit trusts

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Savings

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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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Insurance & protection

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Accident & sickness

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Buildings and contents

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Critical illness

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Home and leisure

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Income protection insurance

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Large business

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Life insurance

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Small business

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Tax & trust planning

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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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Business

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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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Sharia finance

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Sharia finance

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Long Term Care

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Long term care

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Response rating

7.0/10

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FCA authorised

Last authorised 13th September 2021

Meet our advisers

Mr Alan Gledhill

About us

Alan has over 30 years experience in the financial services industry and has held various roles during his career including senior management roles with Mutual Insurance companies. He now specialises in providing advice on pensions, investments and mortgage & protection products to private individuals. Alan is based in the south west of England.

Our services

Covering all financial services spectrum but specialising in pensions.

Where to find us

Head office address: 43 Bridge St, Taunton, TA1 1TP

Service coverage

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

mortgage review

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Website

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

check

FCA authorised

Last authorised 13th September 2021

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