Not In Use

Independent Financial Adviser  27 Armitage Court, Ascot, Berks, SL5 9TA
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FCA authorised
Last authorised 2nd August 2021
We are specialist in all types of Pensions, Investments and Tax Saving Strategies
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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Socially responsible investments
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Traded endowment policies
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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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Estate planning
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Taxation planning
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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
Meet our advisers
MR Steven Mufti FPFS IMC
Chartered Financial Planner
About us

We are a friendly, honest and reliable family business. Offering you clear, personal, Independent Financial Advice that you can trust.

Our services

We offer bespoke financial and Lifestyle planning, to individuals and companies, helping you to optimise your capital:

Be it invested in Pensions, Investments or Business assets*.

We believe that our services are suitable, for those who want, individual attention, face to face meetings, personal advice and management from an experienced and highly qualified adviser, offering Independent, unrestricted and unbiased advice.

*For business owners we offer advice on tax efficient profit extraction, dividend protection and Inheritance tax.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

27 Armitage Court, Ascot, Berks, SL5 9TA

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