Jonathan Hunt Dip PFS

Jonathan is a professionally qualified and experienced independent financial
adviser specialising in all aspects of retirement planning and corporate
work. He is experienced in dealing with small to medium sized businesses
and providing advice to shareholding directors on a range of employee
benefit packages to suit individual company needs.
Jonathan has been an IFA since April 1998 and has worked in the profession since
1990.
Dominic Spalding APFS

Professionally qualified and experienced independent financial adviser and Chartered Financial Planner specialising in pensions and in particular pension transfers, retirement income options, self invested pensions, and pension on divorce. Dominic has worked in pensions since 1983, has been an IFA since May 1999, and is a Resolution accredited IFA for work relating to pensions on divorce.
Peter Wickson Dip PFS

Peter is a professionally qualified and experienced independent financial
adviser specialising in wealth management and estate preservation. In
particular the use of trusts to mitigate inheritance tax and preserve
your estate for future generations. Peter has a great deal of experience
in financial services and has been an adviser since 1984.
Steph Woodward

Steph has worked with independent financial advisers since 1997 and holds
the full Financial Planning Certificate (FPC). She is highly experienced
and skilled in administering all types of pension arrangements as well
as investment business.
Professional Qualifications: FPC parts 1, 2 and 3, The CF9 pensions simplification
qualification, and she has passed FA1 Financial Administration (life).
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.
Copyright 2008 Expert Financial Solutions Ltd