Business Financial Planning

We provide bespoke solutions to your needs in the following areas:

Self employed pensions
Pensions for executives and directors
Company pension schemes
Employee benefits, life assurance, income protection, critical illness, medical insurance.
Key person protection
Directors and partnership protection
Property purchase

Read our:

Guide To Shareholder Or Partnership Protection

Guide to Key Person Insurance

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.