AP Financial Planning Service

Independent Financial Adviser Regus, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR
FCA verified
15th July 2019
We are able to provide you with full independent advice and recommendation. Free second opinion service available.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Equity release
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Long term care
Meet our advisers
adviser-person
Cathy Williamson DipPFS, Certs CII (MP & ER)
Independent Financial Adviser
Where to find us

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

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.

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

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