Avista Financial Planning Ltd

Independent Financial Adviser  422 Chester Road, Ellesmere port, Cheshire, CH66 3RB
First meeting at adviser's own cost
We pride ourselves in giving impartial and honest advice creating long term relationships with our clients. Free initial consultation.
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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Pensions transfer
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SIPPs
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Stakeholder
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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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Equity release
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Flexible mortgages
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High loan to value
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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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Wealth management
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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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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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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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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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Estate planning
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Taxation planning
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EEA
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Rest of world
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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
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Nigel Gardner
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

Ross Turner
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

Debbie Mearns
John Glennon
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

Nathan Durnell APFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Accreditations
Chartered Financial Planner
What our clients say
I was looking for advice after my recent divorce and contacted Avista where the adviser explained all my options thoroughly. I can now relax knowing my financial affairs are being looked after. I would definitely recommend using Avista.
Mrs L Roberts, Ewloe, N Wales
About us

Avista Financial Planning Ltd has been trading since 2007 (previously as Avista Independent Financial Planning) and has six highly qualified advisers with an average of 20 years experience each in the industry.

Our services

Avista offers a holistic advice service, where all your financial needs are dealt with by our highly qualified team. Avista prides itself on the relaxed and pressure free environment it has created for its clients whilst still providing an exceptionally high level of service.

Where to find us
Head office address: 422 Chester Road, Little Sutton, Ellesmere Port, Cheshire, CH66 3RB
Preferred clients
Minimum wealth (income/assets)
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Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020

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