Cepen Independent Financial Advice

Independent Financial Adviser 10 Knight Close, Chippenham, Wiltshire, SN15 3FL
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
2nd December 2019
With 20+ years experience in providing bespoke solutions for Individual and Corporate Clients in Investments, Pensions, Savings and Protection
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
Meet our advisers
Kelvin Wells Dip CII
Independent Financial Adviser
Where to find us

10 Knight Close, Chippenham, Wiltshire, SN15 3FL

Make an enquiry
About us

With more than 20 years of experience of providing Financial Advice, I am confident that I can tailor a solution to meet your individual or business financial planning requirements.

At this time, I do not give advice on transfers out of Defined Benefit (Final Salary) pension schemes.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Our services

Prepare a solution tailored to your requirements across any area of Financial Planning; Pensions, Investments, Protection, Savings and Auto Enrolment.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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