Informed Wealth Management-Abingdon
You are at the centre of everything we do. We will work with you to improve your financial future.
We can advise you on
Pensions & retirement
Annuity purchase
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
SIPPs
Stakeholder
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
OEICs
Offshore investments
Socially responsible investments
Unit trusts
Savings
Lump sum
Regular savings
School fees planning
Insurance & protection
Accident & sickness
Critical illness
Income protection insurance
Tax & trust planning
Estate planning
Long Term Care
Long term care
Adviser unavailable
FCA authorised
Last authorised 29th June 2020
Meet our advisers
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, Oxfordshire, OX14 3HG
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Face to face
Adviser unavailable
FCA authorised
Last authorised 29th June 2020
Similar advisers near you
Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Providing experienced financial advice remotely - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.