Rowe Financial & Insurance Services Limited

Independent Financial Adviser N J Rowe Insurance Services, Rusbeck Farm, Livery Road, Winterslow, Wiltshire, Salisbury, SP5 1RJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
Independent. Client focused. Competitive. Flexible. Honest and open.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Commercial mortgages
    • Corporate pension
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Long term care
Meet our advisers
Alex Fry DipPFS / Cert CII (MP)
Financial Planner
Where to find us

N J Rowe Insurance Services, Rusbeck Farm, Livery Road, Winterslow, Wiltshire, Salisbury, SP5 1RJ

Make an enquiry
About us

Rowe is a family business which has been skillfully guiding our clients to achieve their financial goals for over thirty years. Putting clients first has allowed the us to build a small but very successful IFA practice dealing almost every aspect of financial affairs from first time buyers through to older clients looking to protect their estate from inheritance tax.

As the firm can offer advice on virtually any product available to UK investors we hope to never turn away anyone who has come to us for help. Though based in Southern England we have clients across the UK including; Scotland, Western Wales, the West Country and London

We heavily value that we do right by our clients, enjoy the satisfaction of seeing clients achieve their goals and relish a challenge.

Our services

- Mortgages and Equity Release for older
clients.
- Personal and business protection.
- Pension and Investment advice (including
Final Salary).
- Extracting profit from businesses in a tax
efficient manner.
- Inter-generational Wealth and Estate
planning (IHT).
- Workplace pensions, death in service
schemes, commercial property purchase and
more.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0