Avista Financial Planning Ltd

Independent Financial Adviser  Britannia Street, Bethesda, LL57 3EW
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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Buying overseas
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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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
9.3/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Miss Charlotte Pritchard
Financial Adviser
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: Britannia Street, Bethesda, LL57 3EW
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 1st March 2021

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We offer a free initial consultation