Independent Financial Adviser The Old Bank, 12 Swindon Street, Highworth, Swindon, Wilts, SN6 7AH
First meeting at adviser's own cost
Response rating
FCA verified
15th July 2019
General practice advising in investments, pensions, retirement planning, mortgages and equity release
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Group pensions
Meet our advisers
David Webb
Ingli Cadwallader Chris
Protection Specialist
Peter Styles Pete
Mortgage & Protection Specialist
Jacqueline Young Jacqui
Adrian Williams Adrian
Independent Financial Adviser
Certified Financial Planner
Where to find us

The Old Bank, 12 Swindon Street, Highworth, Swindon, Wilts, SN6 7AH

Make an enquiry
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

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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