Executive Financial Planning

Independent Financial Adviser Executive Financial Planning, The Old Bank, 12 Swindon Street, Highworth, Wiltshire, Swindon, SN6 7AH
FCA verified
8th July 2019
We provide a full range of financial planning services to private individuals and businesses including pensions, investments, savings and protection
We can advise you on
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • Regular savings
    • Long term care
Meet our advisers
adviser-person
Martyn Yetman E
Where to find us

Executive Financial Planning, The Old Bank, 12 Swindon Street, Highworth, Wiltshire, Swindon, SN6 7AH

About us

We are a local and trusted Independent Financial advisory firm based in Highworth nr Swindon.

Our services

We ensure our clients view their IFA as their trusted adviser

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0

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