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
PHONE me now on 0118 402 8978 or mobile 07768 320430 to arrange your first free consultation to see if I can help you
Independent Financial Adviser (IFA) covering Crowthorne, Wokingham, Reading, Ascot, Sandhurst, Farnborough, Aldershot, Fleet, Sunningdale, Windsor, Bracknell, Camberley and East Berkshire
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.
Consultations in your home rather than in an office
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
Member also of Institute of Financial Services that issues my annual Statement of Professional Standing taking into account my Continuous Professional Development (CPD)
Contact me at tony@tonywelshifa.co.uk
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