The Safe Insurance Agency Ltd Independent Financial Adviser
96 Bridle Road, Maidenhead, SL6 7RT
(FCA verified: 2nd May 2016)

We specialise in pensions and investments; we give regular reviews; we take pride in knowing and understanding our clients.

How to contact The Safe Insurance Agency Ltd

Our Services

We give clients peace of mind over financial planning, and make pension/retirement planning and investing straightforward. We also offer very good, specialist advice in areas of equity release, long term care, tax and trusts, and inheritance tax planning. We help clients stay in control, we save them time, and we have genuine long term relationships with our clients.

About Us

The Safe Insurance Agency specialises in providing advice for customers approaching retirement, and also those who have retired. We have considerable experience in providing advice to later life clients. Our advice about care home fees provision forms part of this service. John Ashworth is an accredited Member of the Society of Later Life Advisers. The consultancy provides independent advice on a fee charge basis. Our consultancy helps clients to achieve their long term financial goals, through carefully tailored solutions. Email: [email protected]

Our Advisers

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Our advice areas

  • Buy to let
  • Commercial for individuals
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Home reversion
  • Overseas
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
  • Sub prime
  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Traded endowment policies
  • Unit trusts
  • Buildings and contents
  • Home and leisure
  • Large business
  • Small business
  • Accident & sickness
  • Critical illness
  • Healthcare
  • Income protection insurance
  • Life insurance
  • Long term care
  • Payment protection insurance
  • Annuity purchase
  • Auto enrolment
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder
  • Lump sum
  • National savings
  • Regular savings
  • Savings for children
  • School fees planning
  • Capital gains tax
  • Estate planning
  • Income tax
  • Taxation planning
  • Commercial mortgages
  • Corporate pension
  • Group critical illness
  • Group income protection
  • Group life insurance
  • Group pensions
  • Group private medical insurance
  • Group protection
  • Group risk
  • EEA

Testimonials

What our clients say

John Ashworth has been my Financial Advisor for the past 15 years. During this period, John has worked with me on a fee only basis. The advice I have received has always been in line with the mildly conservative attitude to risk which I adopt, and has reaped solid returns. I would have no hesitation whatsoever in recommending John to anyone.

Ian Fleming, Gerrards Cross

John understands my situation - he gives honest advice and lets you know when it would be better to follow a route that means he would not benefit financially

Tony James, Worcestershire

John has very good customer relation skills, being very good in taking the time to listen and fully review my situation. He explained products and options clearly. He gave me comprehensive detailed information on forward planning.

Pauline O, Buckinghamshire

John not only has a highly professional approach, but from the moment you make conversation with him you feel natural trust, sincerity and the keenness to help together with a desire to look into an issue and come back very quickly.. I feel John is one of the family and consider he is one in a million. He has done me proud with my investments and I plan to stay with John without hesitation. What could your adviser do better? I cannot think of anything which John could do better. Just keep up the very high standard of service

Mike Green, Gerrards Ceross

John provides a bi-annual assessment of our investment portfolio and advice on investments and realisations as necessary. What could your adviser do better? Not a lot Michael

Mike F, Leyburn

John gave advice over the years on organising finances prior to retirement, on investing a lump sum, and he organised a care plan policy for my Mum. Also he has given me quick advice on a variety of smaller items What could your adviser do better? Nothing that I can think of

Sally Wood, Windsor

John has always been up to speed with any financial advice I need. I am sure he has also rescued people from truly awful advice they has previously received. I am a fairly skilled investor. I have always preferred fee based advice. Michael

Michael Underwood, Gerrards Cross

John has helped with advice on our savings and increased our investments. also he has helped us lower our monthly mortgage payment. Janet

Janet L, Camberley

John listens well, understands my aims and objectives, is available to talk evenings and weekends, is frank and open regarding charges and responds promptly. What could your adviser do better? Can\'t think of anything. William Page, Berkshire

Will Page, Berkshire

John quickly understood my needs and constraints. He cut through the clutter to help me consolidate the pre-existing sprawl of pensions and recommended a few options. The service was supportive and clear.

Richard Thorpe, Surrey

John Ashworth is a highly intelligent and highly qualified experienced IFA. He is also astute and well focussed. He is knowledgeable in all aspects of the financial spectrum and well able to deal beneficially with his clients. It is very reassuring to have John as my IFA, as I have absolutely full confidence in him dealing with all of my financial affairs in a professional and amiable manner. What could he have done better? Nothing. He has always been totally "on the ball" and immediately reactive in a wholly professional and efficient manner.

Barry Govey, Camberley

John has a comprehensive knowledge of wide range of financial issues and is able to communicate the key points easily and effectively. He is extremely thorough in his approach, addressing a broad variety of options and ensuring that the client is made aware of the risks and benefits of each. Furthermore, John pro-actively maintains regular contact with his clients and is always willing to present and discuss new options.

David Buckle, Surrey

My adviser is excellent, his advice over a number of years has proved to be very successful in helping me deal with my money, he full appreciated my level of risk and responded accordingly with his recommendations. He always responds very quickly to any e-mails/letters/telephone messages too, so I am extremely pleased with his professional services. Frances, West Midlands

Frances H, West Midlands

Communication, prompt clear response, looks for the best option, What could your adviser do better? Nothing Katarzyna, Buckinghamshire

Katarzyna L, Bucks

Very good mortgage and pension advice. Uses easy to understand language. Very good deal on my mortgage. Sound advice with my pensions and investments.

June Connett, Norfolk

John gives a very personal and considered service. He is prepared to spend time finding out the best course for you, explaining everything in detail, and give an unbiased recommendation. He also acts very quickly on your behalf to make sure the 'mechanics' of moving money around are done as smoothly and quickly as possible. I have confidence that he has given us good advice. What could your adviser do better? Very little. Things have gone as I hoped with a reasonable return on my investments. John is currently advising me on my pension plans. Glynn, Berkshire

Glynn Grylls, Maidenhead

John is very clued up on market conditions, and tailors his advice to the individual. He makes applications/ transactions much easier and less painful than they might be.

Dave D, Essex

Additional Information

  • Fee
  • Fixed fee
  • Hourly rate
  • Percentage of assets

Preferred clients

  • Minimum wealth (income/assets) £100,000
  • Minimum pension value £50,000
  • Minimum mortgage value £125,000

96 Bridle Road Maidenhead SL6 7RT

The Safe Insurance Agency Ltd. is authorised and regulated by the Financial Services Authority. FSA Firm Number: 224139
Registered in England and Wales Company No. 03579945.
Registered Office:
96 Bridle Road, Maidenhead, Berkshire Telephone : 01628 670630

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

THE FINANCIAL SERVICES AUTHORITY DOES NOT REGULATE TAXATION ADVICE AND SOME FORMS OF MORTGAGES

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

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