Executive Financial Planning

Independent Financial Adviser Executive Financial Planning, The Old Bank, 12 Swindon Street, Highworth, Wiltshire, Swindon, SN6 7AH
FCA verified
13th August 2018
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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Martyn Yetman E
Where to find us
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

Preferred clients
Minimum wealth (income/assets)

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