The Safe Insurance Agency Ltd
Independent Financial Adviser

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

Where to find us

96 Bridle Road Maidenhead SL6 7RT

Click for full map

Our advisers

Director

John Ashworth

  • CF8 - Certificate in Long-Term Care Insurance (CII)
  • G20 - Personal Investment Planning (CII)
  • AFPC - Advanced Financial Planning Certificate (CII)
  • CF6 - Certificate in Mortgage Advice (CII)
  • CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • HR1 - Home Reversion Plans (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • CeMAP - Certificate in Mortgage Advice and Practice (IFS)
  • G10 - Taxation and Trusts (CII)
  • MAQ - Mortgage Advice Qualification (CII)
  • CF2 - Investment and Risk (CII)

I am an accredited Member of the Society of Later Life Advisers. This will reassure any client who wishes to receive advice on retirement and later life areas - including care fees planning and equity release.

Our Services

What we do really well

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.

Advice areas

Mortgages

  • 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

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Traded endowment policies
  • Unit trusts

Protection

  • Accident & sickness
  • Critical illness
  • Healthcare
  • Income protection insurance
  • Life insurance
  • Long term care
  • Payment protection insurance

Pensions

  • Annuity purchase
  • Auto enrolment
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder

Savings

  • Lump sum
  • National savings
  • Regular savings
  • Savings for children
  • School fees planning

Tax & trust planning

  • Capital gains tax
  • Estate planning
  • Income tax
  • Taxation planning

Business

  • Commercial mortgages
  • Corporate pension
  • Group critical illness
  • Group income protection
  • Group life insurance
  • Group pensions
  • Group private medical insurance
  • Group protection
  • Group risk

Expatriate finances

  • EEA

Insurance

  • Buildings and contents
  • Home and leisure
  • Large business
  • Small business

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

Legal information

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