Expert Financial Solutions Ltd become Oxfordshire’s
first Chartered Financial Planners...
Contact:
T: 01993 772 467
E: info@expertfs.co.uk
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Should you have any questions, please do not hesitate to contact us.
We are Chartered Financial Planners and Independent Financial Advisers.
Our sole objective is to provide personal and bespoke solutions to help you to achieve your financial needs, aspirations and objectives. Our services include independent financial advice, pension saving advice, retirement planning advice, and investment and wealth management advice.
Helping you to achieve your financial objectives is at the heart of our business. Your objectives and aspirations may include making the best possible use of your money, investing your money for retirement or for your children, creating personal wealth, protecting loved ones against financial hardship, planning for retirement, protecting a business against the financial consequences of the loss of a director, partner, or key employee, or extracting business profits in a tax efficient way.
With Expert Financial Solutions Ltd, Oxfordshire’s first Chartered Financial Planners, you can be confident of receiving high quality, impartial and independent financial planning advice.
Our specialist areas are advice on saving for retirement, pension transfer advice, retirement income advice, self invested pensions advice, pensions on divorce, personal financial planning advice and business financial planning advice, investment and wealth management advice.
We are proud to have Oxfordshire's only Resolution qualified and accredited Chartered Financial Planner IFA for pensions on divorce, and financial neutral for collaborative divorce. See Our People.
An initial consultation is available at no charge to you and with no obligation to proceed.
Our financial advice services are provided by two highly qualified, professional, and experienced independent financial advisers; Jonathan Hunt and Dominic Spalding. You can trust the quality of the advice that we give as well as the accurate, cost effective and timely delivery of our services because we use the most modern technology available.
We will explain our advice clearly and simply to ensure that you fully understand any arrangements that are put in place and we are able review and monitor such arrangements in future.
For more information see How We Work.
All our staff are members of the Personal Finance Society.
You can Contact Us or complete the Enquiry Form or call us free on 0800 180 4757.
We look forward to hearing from you.
Expert Financial Solutions Ltd are authorised and regulated by the Financial Services Authority; our FSA number is 401295.
September 2009
Expert Financial Solutions Ltd chartered financial planners and independent financial advisers IFA financial planners based in Witney, Oxford, Oxfordshire. We provide independent financial advice, pension advice, investment advice, retirement advice, annuity advice, SIPP advice pension drawdown advice, pension transfer advice, wealth management and pensions on divorce advice in Oxford, Oxfordshire, Gloucestershire, Buckinghamshire, Wiltshire and Berkshire, Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. Pension specialists, retirement planning specialists, pension transfer specialists, pension annuities, specialist pension advisers, investment advisers, and inheritance tax IHT mitigation and trust investment. Chartered Financial Planner. Oxfordshire's only Resolution qualified and Resolution accredited IFA for pensions on divorce and financial neutral for collaborative divorce.
Copyright 2009 Expert Financial Solutions Ltd