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  11. AP Financial Planning Service

AP Financial Planning Service

Independent Financial Adviser  Regus, Swindon, Wiltshire, SN5 6QR
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FCA authorised
Last authorised 28th September 2020
We are able to provide you with full independent advice and recommendation. Free second opinion service available.
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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SIPPs
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Stakeholder
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Equity release
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Wealth management
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Accident & sickness
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Buildings and contents
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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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Small business
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Cathy Williamson DipPFS, Certs CII (MP & ER)
Independent Financial Adviser
About us

We make sure that you get the right advice to suit your needs through extensive research of the marketplace and products. We are able to provide you with a full advice and recommendation service.

Our services

We aim to offer a comprehensive service to all our clients.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Regus, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR

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