Avista Financial Planning Ltd
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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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Buying commercial property
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Expatriate finances
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Commercial mortgages
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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
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
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face