Hallmark Independent Financial Advisers

Independent Financial Adviser Hollins, Cord Lane, Easenhall, Warwickshire, CV23 0HZ
FCA verified
18th February 2019
We can advise you on
    • ISAs
    • OEICs
    • Unit trusts
    • Commercial mortgages
    • Group pensions
    • Stakeholder
    • Taxation planning
    • Long term care
Meet our advisers
Keith Burtonwood
Where to find us

Hollins, Cord Lane, Easenhall, Warwickshire, CV23 0HZ

About us

Our advisers can provide comprehensive professional advice for those approaching or in retirement, whether private individuals or company directors. We focus primarily on the financial planning needs of the over fifties encompassing investments, inheritance tax planning, options at retirement (annuity purchase, drawdown ect.) and long term care. We also offer corporate financial planning services to company directors (SSAS, SIPP, GPP's and corporate protection such as key man).

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

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