Independent Financial Adviser in Berkshire

Tony Welsh DipFA, Cert CII (MP and ER)
Independent Financial Adviser

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Your secure future and peace of mind is my priority

Complete confidentiality from someone you can trust with your financial affairs.


Registered with the Financial Conduct Authority

Financial Services Register registration number AJW00121


Registered with West Berkshire and Wokingham Trading Standards Buy with Confidence Scheme



Independent Financial Adviser (IFA) covering Crowthorne, Wokingham, Reading, Ascot, Sandhurst, Farnborough, Aldershot, Fleet, Sunningdale, Windsor, Bracknell, Camberley and East Berkshire

 

 

Phone me now on 0118 402 8978 or mobile 07768 320430 to arrange your first free consultation to see if I can help you.

Your Future. Working Together.

If you haven't seen your adviser for more than two years - you need a financial review with Tony

Independent financial advice on investments, pensions - both pre and post retirement planning, annuities, inheritance tax planning, personal insurance, equity release, ISA and ISA transfers and care fees.

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Consultations in your home rather than in an office

  

Truly Independent Financial Adviser

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Independent Financial Adviser



A member of West Surrey IFA Group of financial advisers


Business Support Networking

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IFA member of Wokingham, Berkshire, BNI Chapter

Been member for nearly 13 years of this Business Referral Network - have contacts with many trades and professions with people I can trust if you want me to pass on your request for their services

Financial Network Support to keep me compliant

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Member of SimplyBiz Network

Financial Services Organisation Memberships

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Member of The Personal Finance Society


Member also of Institute of Financial Services that issues my annual Statement of Professional Standing taking into account my Continuous Professional Development (CPD)

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