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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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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Wealth management
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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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Lump sum
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Regular savings
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School fees planning
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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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Estate planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 30th November 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
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    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

Response rating
7.0/10
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FCA authorised
Last authorised 30th November 2020

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