FINANCIAL ADVISERS – INDEPENDENT IN MAIDENHEAD, MARLOW & BOURNE END


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6th Floor, Reading Bridge House, George Street, Reading RG1 8LS

Are you seeking face-to-face wealth management advice? Are you investing for growth, planning for retirement or wishing to unlock income from existing investments? Concerned about long-term care or inheritance tax planning? Ascot Lloyd offer reliable and expert advice for individuals and businesses. They will meet the cost of an initial consultation. Authorised and regulated by the Financial Conduct Authority.

7 Holmoak Walk, Hazlemere, Buckinghamshire HP15 7RJ

Grendon have a commitment to ensuring their clients are looked after, with a personalised service for both long-standing and new clients. Covering all aspects of financial advice, including retirement, investment, protection, pension drawdown and annuities, savings and inheritance tax. They pride themselves on being friendly and professional with a strict adherence to FCA guidelines. These guidelines obligate them to provide advice most suited to the clients’ personal requirements, affordability and risk profile. Free initial consultation and fee-based thereafter. Contact Stephen Hearne Dip PFS in the first instance. Your home may be repossessed if you do not keep up payments on a mortgage. Authorised and regulated by the Financial Conduct Authority.