Advies Private Clients LLP

Independent Financial Adviser in Windsor, Berkshire

Meeting Advies

 

We will assess your current position and analyse the potential for change, enabling us to recognise your objectives. We will explain our services, responsibilities and charges, so you are fully informed from the very beginning.

 

Understanding your goals

 

Identifying your objectives enables us to appreciate your goals over the short, medium and long term.

 

Financial profiling

 

Your adviser will provide a thorough assessment of your current planning, cross-referenced against your goals. independent research will then be undertaken to establish all available options.

 

Strategy identification

 

We will deliver a bespoke strategy in order to meet the needs of all your individual objectives. Tailored recommendations will be provided based upon an agreed approach.

 

Implementation

 

Once agreed your financial plan will be fully implemented by Advies and will be managed by our experienced team to ensure a smooth inception. At this point a service level appropriate to your requirements will be agreed upon.

 

Reviewing your plan

 

A successful plan has to be flexible to accommodate any change in your objectives and goals. The review process is fundamental for keeping abreast of your position.

Contact Details

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Phone

01753 201339

 

Address

The Lodge                                          
66 St. Leonards Road                     
Windsor                                              
SL4 3BY

 

Website

Advies.co.uk

List of Services

Investments

  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Mortgages

  • 1st Time Buyer
  • Buy to Let
  • Commercial
  • Endowment
  • Equity Release
  • Help to Buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Equity
  • Shared Ownership

Pensions

  • Annuities
  • Auto Enrolment
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Pension and Capital
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.
 
Your home may be repossessed if you do not keep up repayments on your mortgage. Some buy to let mortgages are not regulated by the Financial Conduct Authority. Commercial mortgages are not regulated by the Financial Conduct Authority.
 
Tax and estate planning is not regulated by the Financial Conduct Authority.


Trusts are not regulated by the Financial Conduct Authority.
 
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Advies Private Clients LLP is an appointed representative of Intrinsic Wealth Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Limited is entered on the FCA Register under reference 217742 and Intrinsic Mortgage planning Limited under reference 440718.

 

Advies Private Clients LLP is a limited liability partnership registered in England and Wales No. OC319179.

Use the Financial Dictionary to understand everything

Understanding all the Financial terminology can be difficult, that's why YourMoneyHub.com have added definitions for every Financial Service mentioned above.

 

Click on the button to find a specific definition and understand more about the Financial products on offer by Financial Advisers.

We provide Financial Advice in...

Financial Adviser (IFA) in Berkshire; Ascot, Bracknell, Hungerford, Maidenhead, Newbury, Reading, Sandhurst, Slough, Thatcham, Windsor and Wokingham

 

Financial Adviser (IFA) in Surrey; Ashtead, Banstead, Camberley, Carshalton, Caterham, Cheam,  Chertsey,  Cobham, Coulsdon, Cranleigh, Croydon, Dorking, East Molesey, Egham, Epsom, Esher, Farnham, Godalming, Godstone, Guildford, Haslemere, Hindhead, Horley, Kingston upon Thames, Leatherhead, Lightwater, Lingfield, Mitcham, Morden, New Malden, Oxted, Purley, Redhill, Reigate, Richmond, South Croydon, Surbiton, Sutton, Thornton Heath, Wallington, Walton-on-Thames, West Byfleet, Weybridge, Woking and Yateley

 

Financial Adviser (IFA) in Hampshire; Aldershot, Alresford, Alton, Andover, Basingstoke, Bishops Waltham, Bordon, Brockenhurst, Eastleigh, Emsworth, Fareham, Farnborough, Fleet, Gosport, Havant, Hayling Island, Hook, Liphook, Liss, Lymington, Lyndhurst, Petersfield, Portsmouth, Ringwood, Rockbourne, Romsey, Southampton, Southsea, Whitchurch and Winchester

 

Financial Adviser (IFA) in Wiltshire; Amesbury, Calne, Chippenham, Devizes, Malmesbury, Marlborough, Melksham, Mere, Pewsey, Salisbury, Shaftesbury, Swindon, Trowbridge, Warminster and Westbury

 

Financial Adviser (IFA) in Oxfordshire; Abingdon, Banbury, Bicester, Chipping Norton, Didcot, Faringdon, Henley-on-Thames, Oxford, Thame, Wallingford, Wantage and Witney

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