5 Taplins Court, Church Lane, Hartley Wintney, Hampshire, Hook, RG27 8XUMake an enquiry
We are an experienced IFA firm, offering a friendly, personal service to all new and existing clients. Our offices are near Hartley Wintney in Hampshire and we offer unbiased independent financial advice on pensions, retirement planning, investments mortgages and insurance. We meet a lot of our clients at their own home or office and would be very pleased to call and see you for a free no obligation initial meeting. Please give us a call to see how we can help.
Many of our clients have been with us for many years and we receive regular referrals and recommendations, as a result of our professional and friendly service. We offer an initial meeting/discussion, completely free of charge and with no obligation and can provide advice on the areas which are important to you. Our main areas are PENSIONS, INVESTMENTS, MORTGAGES & PROTECTION/INSURANCE
Our linked accountancy practice offers full tax advice, company formation, self assessment returns and a payroll service
We can also provide a will writing and probate service using a local solicitor.
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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.