ANA Financial (Trading Style of AFM Management Ltd)

Independent Financial Adviser  1 Burkes Parade, Wallingford, Oxfordshire, OX109BX
First meeting at adviser's own cost
We listen to our clients to understand what they want, so we can deliver "the art of the possible".
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 21st September 2020
Meet our advisers
Tom Austin
Director & Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

ANA Financial has more than 25 years professional practice, in delivering the “art of the possible” to clients.

We consider our approach to be a large part in delivering the Client's ongoing need for constructive and helpful advice, without losing sight that simplicity is the ultimate sophistication.

The initial meeting is held at our cost and without obligation.

Our services

We fully appreciate entrusting a planner to help with your financial affairs requires a leap of faith.
That's why we will listen to you, to understand what you want and then show you how to achieve it, via a tailor-made plan.
Working at your pace, we explain our recommendations in clear, simple terms, believing simplicity is the ultimate sophistication. Then having agreed and implemented your plan, we meet regularly to ensure everything remains on course - literally running to plan.
It is only in this way that we can build an effective, long term relationship with you.

Where to find us
Head office address: 1 Burkes Parade, Buckinghamshire, Beaconsfield, HP9 1NN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 21st September 2020

Similar advisers near you

Independent Financial Adviser 4.73 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 5.02 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 5.02 mi
 
 
Independent Financial Adviser 5.02 mi
Strabens Hall are experts in financial planning, pensions, wealth structuring and investment advice.