18th September 2017

Axiom Financial Services Ltd

Independent Financial Adviser Yellow Hammer Cottage, High Street, Beckley, Oxfordshire, Oxford, OX3 9UU

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Group pensions
- Group protection
Stockbroking services
- Stockbroking services
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions transfer
- Sipps

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Adam Jeffrey

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

G20 - Personal Investment Planning (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

G10 - Taxation and Trusts (CII)

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.

Where to find us

About us

Axiom was formed to provide bespoke advice to individuals and small companies. Our experience and qualifications give us considerable expertise in the areas of inheritance tax planning and pensions, especially pensions on divorce. We act for the clients of many firms of solicitors and either of the directors is happy to have an initial chat with no obligation or charge.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Group pensions
- Group protection
Stockbroking services
- Stockbroking services
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions transfer
- Sipps

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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