1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Oxfordshire
  8. breadcrumb-arrow
  9. Abingdon On Thames
  10. breadcrumb-arrow
  11. Informed Wealth Management-Abingdon

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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 1st March 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, Oxfordshire, OX14 3HG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Kingswood
Restricted - whole of market 0.31 mi
Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
 
See profile
Richard Wood- Abacus Associates
Independent Financial Adviser 1.03 mi
Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
 
See profile
The Private Office
Independent Financial Adviser 1.89 mi
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.
 
See profile
John Cockerell - Alexander House Financial Planning Ltd
Restricted - whole of market 3.33 mi
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
 
See profile

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.