E F P

Independent Financial Adviser  The Old Bank, Highworth, Wiltshire, SN6 7AH
First meeting at adviser's own cost
General practice advising in investments, pensions, retirement planning, mortgages and equity release
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Commercial mortgages
check
Group Pension/Stakeholder
Response rating
7.0/10
check
FCA authorised
Last authorised 18th May 2020
Meet our advisers
Adrian Williams Adrian
Independent Financial Adviser

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

Accreditations
Certified Financial Planner
Jacqueline Young Jacqui

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.

Peter Styles Pete
Mortgage & Protection Specialist

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.

Ingli Cadwallader Chris
Protection Specialist
David Webb
Proprietor
About us

E F P is a well established company offering detailed personal and small business financial planning.
Our 5 advisers have over 150 years industry experience as a result we have significant expertise in the life assurance and critical illness, pensions and investment markets, as well as an active mortgage desk.

As a new client we would start with a thorough review of your current planning, project this forward incorporating your aims for the future and arrive at affordable solutions to meet them.

Please call E F P who will be pleased to discuss this with you, and direct you to the most appropriate agent.

Our services

Quality advice backed up by good administration team

Where to find us
Head office address: The Old Bank, 12 Swindon Street, Highworth, Swindon, Wilts, SN6 7AH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 18th May 2020

Similar advisers near you

Independent Financial Adviser 0.06 mi
'providing structure and direction to your finances'
 
Independent Financial Adviser 5.55 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 5.8 mi
'providing structure and direction to your finances'
 
Independent Financial Adviser 5.81 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.