Informed Wealth Management-Abingdon

Independent Financial Adviser 10, Abingdon, Oxfordshire, OX14 3HG

First meeting at adviser's own cost

You are at the centre of everything we do. We will work with you to improve your financial future.

We can advise you on

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Pensions & retirement

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Annuity purchase

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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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SIPPs

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Stakeholder

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Financial planning

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Wealth management

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Investments

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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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OEICs

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Offshore investments

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Socially responsible investments

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Unit trusts

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Savings

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Lump sum

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Regular savings

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School fees planning

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Insurance & protection

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Accident & sickness

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Critical illness

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Income protection insurance

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Life insurance

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Tax & trust planning

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Estate planning

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Long Term Care

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Long term care

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Response rating

9.0/10

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FCA authorised

Last authorised 20th September 2021

Meet our advisers

MR George Koulloupas

Principal & Financial Planner

Our services

We help our clients make sense of their current situation and plan to achieve their goals.

Where to find us

Head office address: 10, Bowler Gardens, Abingdon, OX14 3HG

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Compliance

IIWM Informed Wealth Management (Oxfordshire) Ltd is an appointed representative of TenetConnect Ltd.

IWM Informed Wealth Management (Oxfordshire) Ltd is registered in England and Wales under reference 11461901

Registered address: 10 Bowler Gardens, Abingdon, Oxfordshire, United Kingdom, OX14 5GE

Make an enquiry Request a call back Recommend to a friend

Response rating

9.0/10

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FCA authorised

Last authorised 20th September 2021

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