E F P

Independent Financial Adviser  The Old Bank, Swindon, Wilts, 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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Commercial mortgages
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021
Meet our advisers
MS 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.

MR 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
MR 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.

MR Ingli Cadwallader Chris
Protection Specialist
MR 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
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021

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