Expert Financial Solutions Ltd become Oxfordshire’s
first Chartered Financial Planners...
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Welcome to Expert Financial Solutions
We are Chartered Financial Planners and Independent Financial Advisers.
Our aim is to provide personal and bespoke solutions for you to achieve your financial needs and objectives. We offer independent financial advice and financial planning, including pension advice, retirement advice and an advisory service for investment advice and management.
Helping you to achieve your financial objectives is at the heart of our business. So, whether you are seeking to create or protect personal wealth, plan your retirement, protect your business against the financial consequences of the loss of a director or key employee, or using business profits to fund your retirement, you can be confident of receiving high quality, impartial and independent financial advice.
Our specialist areas are saving for retirement, reviewing existing pension plans, retirement income options, self invested pensions, pensions on divorce, personal financial planning and business financial planning.
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.
Our services are provided by two highly qualified, professional, and experienced independent financial advisers and we use modern technology to ensure the cost effective, accurate and timely delivery of our services. We will seek to ensure that you fully understand any arrangements that are put in place and can review and monitor such arrangements in future.
An initial consultation is available at no charge to you and with no obligation to proceed.
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 on Freephone on 0800 180 4757.
We look forward to hearing from you.
May 2009
Expert Financial Solutions Ltd are independent financial advisers (IFA) / financial planners based in Witney, Oxfordshire. We serve the local community in and around Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. We specialise in pensions, retirement planning, pension annuities, investments including PEP, ISA, OEIC, unit trusts and investment bonds, and inheritance tax (IHT) mitigation and trust investment. One of our advisers is a Chartered Financial Planner and we are proud of having Oxfordshire's only Resolution qualified and accredited IFA for pensions on divorce and financial neutral for collaborative divorce.
Copyright 2009 Expert Financial Solutions Ltd