1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Wiltshire
  8. breadcrumb-arrow
  9. Swindon
  10. breadcrumb-arrow
  11. AP Financial Planning Service

AP Financial Planning Service

Independent Financial Adviser  Regus, Swindon, Wiltshire, SN5 6QR
check
FCA authorised
Last authorised 29th March 2021
We are able to provide you with full independent advice and recommendation. Free second opinion service available.
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
SIPPs
check
Stakeholder
check
Equity release
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Long term care
Meet our advisers
MRS 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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Beesure Financial Planning
Independent Financial Adviser 0 mi
Invest yourself, Protect yourself, Bee yourself.
 
See profile
Ascot Lloyd
Independent Financial Adviser 0.24 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
See profile
Fidenti Financial Planning
Restricted - whole of market 0.69 mi
Providing a service that’s truly tailored to you.
 
See profile
Pearson Independent Advisers
Independent Financial Adviser 1.39 mi
 
 
See profile