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Berkshire financial advisers ~ Essex Mortgage ~ IFA Bucks ~ mortgage broker
Based in Gerrards Cross and Maidenhead we cover the whole of Berkshire, Bucks, Essex and are able to provide consultations in the comfort of your home or place of work at a time that's convenient to you.
With many years experience in Financial Services we can provide a flexible, comprehensive and professional service.
We are a small family run firm of Independent Financial Advisers. Our focus is very much on:
A few words from John Ashworth (Director and adviser) on his experience and qualifications:
"I have has passed the Advanced Financial Planning Qualification which entitles me to use the Dip PFS initials. Only a minority of IFAs have achieved this level of knowledge.
There were various exams that I passed to gain sufficient points to gain the Advanced Financial Planning Certificate including:
I also hold the Certificate in Mortgage Advice and Practice (CII), and am a member of the Society of Mortgage Professionals.
Occasionally people ask what specialists we have in the firm. The above qualifications enable me to give very good quality advice in the areas of long term care, equity release and mortgages, as well as investments.
Please do phone me on 01753 889933 if you have any questions or wish to arrange an appointment."
Where it all began...
Ken Walker started the business in 1958 (50 years ago) and remains the senior director.
Based in Gerrards Cross (Bucks). Ken is married with two grown-up children. His main outside interests include music, motoring and travel. He also dabbles in a bit of magic - or that's what his clients say!
Ken is a member of the prestigious Million Dollar Round Table. Membership represents top life underwriters worldwide and is recognised internationally as the standard of excellence in financial services.
We pride ourselves in giving unbiased honest advice.
Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!
Being independent financial advisers allows us to work on YOUR BEHALF!!
Free Consultations available!
Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web.
Our services include Investments, Pensions, Mortgages, Protection, Equity Release and Inheritance Tax Planning.
Visit the pages above for more details.
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Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
For mortgages we can work on a combination of commission and fees. If paying purely be fee this typically 0.6% of the loan amount. The precise amount will depend on your circumstances.
The Safe Insurance Agency Ltd is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk) under reference 224139.
For advice on any of the above, Contact Us
now.