Mawbey Independent Financial Advice

Independent Financial Adviser  202A High Street, Somerset, Weston-Super-Mare, BS22 6JD
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FCA authorised
Last authorised 11th October 2021
We provide a professional service with a personal touch, from High Street offices or the comfort of your own home!
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Andrew Mawbey PFA
Independent Financial Adviser
About us

We have many years of experience in providing clients with bespoke, independent financial advice. We believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our client’s specific situation and needs.
What our clients expect is an objective, professional and efficient service that is delivered with a personal touch.
We will help you to make the right choices tailoring solutions for your current and future needs. Whatever the economic climate, we will work with you to ensure that your financial plans will remain suitable for your circumstances.

Our services

We pride ourselves in taking the worry our of your financial planning. Our friendly mannor and non-jargon approach helps you understand your arrangements with an expert always at hand to put your mind at rest whenever you need us!
Whether you need help with your savings, investments, pensions, mortgage or insurance we are here to help, and can also provide specialist advice on long term care and inheritance tax.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people

The value of pensions & Investments and the income they produce can fall as well as rise. You may get back less than you invested.

202A High Street, Worle, Somerset, Weston-Super-Mare, BS22 6JD

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