Informed Wealth Management-Abingdon
10th June 2019
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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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
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Savings
- Lump sum
- Regular savings
- School fees planning
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Long term care
- Long term care
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Tax & trust planning
- Estate planning
Meet our advisers
George Koulloupas
Principal & Financial Planner
Where to find us
10, Bowler Gardens, Abingdon, Oxfordshire, OX14 3HG
Make an enquiryOur services
We help our clients make sense of their current situation and plan to achieve their goals.
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Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
Financial Planning made simple where the client and their needs always come first!
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