Waverley Financial services

Independent Financial Adviser  12 Loddon Court, Hampshire, Basingstoke, RG21 3HJ
First meeting at adviser's own cost
We provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost.
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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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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Offshore 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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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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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 critical illness
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Group income protection
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Group life insurance
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Stockbroking services
Response rating
9.1/10
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FCA authorised
Last authorised 23rd November 2020
Meet our advisers
Tim Boyle BA APFS
Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
What our clients say
Can't tell you enough how we appreciate your help and advice, how did we cope without you?
Gregory and Karen Wilson, Tadley
Norman and I just wanted to say thank you for all your help in arranging our mortgage and taking the stress away which was a weight on our shoulders...
Norman & Lorraine Stansbridge, Southampton
Thank you Tim, for everything we really appreciate your help...as always
Chad & Claire Thomas, Basingstoke
About us

Tim Boyle is a forward thinking, experienced IFA based in Basingstoke, Hampshire.

Tim Boyle is a fully qualified Chartered Financial Planner and has over 25 years experience providing professional Independent Financial Advice.
He holds a current 'Statement of Professional Standing' certificate.

Tim joined the New Leaf Group who operate on a Nationwide basis in 2013. Tim has primarily operated in the Basingstoke and North Hampshire area over the past 25 years.

Advice is provided on both basic financial issues including Insurance and Mortgages, and also more complex areas involving :

Pensions advice and planning
Investments planning
Taxation advice
Advice on Trusts


Your financial future is understandably of paramount concern to you, and you deserve straightforward, informed and clear financial advice.

Tim will answer any and all questions you may have on these subjects, and no question is considered too basic.

He is a fully independent financial adviser (IFA).


Please contact Tim Boyle on his direct number or mobile, to arrange a free, relaxed no-obligation consultation.

His website is at <url hidden>


Tim's qualifications include :
AFPC - Advanced Financial Planning Certificate (C11)
B.A. (Open University)

He is also an Associate of the Personal Finance Society (APFS).

Our services

Tim provides straightforward face to face advice at a time to suit his clients, he understands that not everyone is available between the hours of 9am - 5pm.

Consultations are always undertaken in a relaxed, no obligation environment, and he provides ethical and professional advice at all times.

Being fully independent means that he works on behalf of his clients and not the product provider, bank or insurance company.

His aim is to build a strong, trusted relationship with his customers, often over many years.

Call him or contact him at his website.

Where to find us
Head office address: 12 Loddon Court, Neville Close, Hampshire, Basingstoke, RG21 3HJ
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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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 23rd November 2020

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