Executive Financial Planning

Independent Financial Adviser  Executive Financial Planning, Wiltshire, SN6 7AH
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FCA authorised
Last authorised 6th December 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Martyn Yetman E
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)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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