About Wiltshire Pensions & Investments
Based in Swindon we offer a full financial planning service. We are local, friendly and offer face to face advice in your home, at your work or at our offices in Cheney Manor.
We will provide you with regular ongoing reviews to ensure your financial goals are achieved.
We offer Pension, Investment, Mortgage and Protection advice in Swindon and across Wiltshire.
We firmly believe in the importance of working together with our clients to build rewarding relationships. When you meet an advisor from Wiltshire Pensions & Investments their first priority will be to get to know you and fully understand your personal circumstances.
We pride our business on providing bespoke financial advice. We are here to protect and enhance our clients’ wealth and sense of well-being by navigating them safely through the complex financial options available in the market place. Our recommendations will always be tailored to your individual circumstances.
Our advice will be well-researched and constructed on the basis of what is best for our clients and nobody else. If required, we are prepared to work alongside our clients’ accountants, solicitors and family members.
Visit us at www.wiltshirefs.co.uk to find out more!
Experience & Qualifications
Our advisers are fully qualified to provide expert advice on mortgages, equity release, long term care planning, investments and pensions.
Our most popular personal services are:
• Pension Advice and Reviews
• Inheritance Tax Planning
• Life, Critical Illness & Income Protection
• Investment Planning & Advice
• Mortgages (residential & buy to let)
And for small business and corporate clients:
• Key Man Insurance
• Shareholder Protection
• Employee Benefit Packages
The important warning information:
- Equity Release will reduce the value of your estate and can effect your eligibility for means tested benefits.