Aitana - Financial Services
Using a client focused, holistic approach, I work with clients to identify and plan for current needs as well as future life goals and aspirations.
Rather than a singular focus, I work to bring together individual pieces of your financial life, with the aim to grow, protect and distribute your wealth inline with your goals and personal values.
Helping clients with pensions, investments, estate planning, mortgages & protection advice.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Unit 6, Badminton Court, Station Road, Yate, Bristol, BS37 5HZ
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