Based in Northampton, Executive Financial Advice Ltd is part of the In Partnership group and is firmly positioned as a boutique independent financial advisory practice, offering a high level of personal service and financial advice to private clients. Our main purpose is to create a financial plan for people towards, through and beyond retirement, and we understand the major financial decisions you make will have significant and life-changing consequences.
It is therefore essential you seek professional independent financial advice from people you can trust. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.
Executive Financial Advice Ltd work in partnership with our clients, and other professional advisers such as solicitors and accountants, to meet their financial aspirations, and we recognise the importance of providing long-term, ongoing assistance and guidance.
It is therefore essential you seek professional independent financial advice from people you can trust. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.
Executive Financial Advice Ltd work in partnership with our clients, and other professional advisers such as solicitors and accountants, to meet their financial aspirations, and we recognise the importance of providing long-term, ongoing assistance and guidance.
Services
When creating a professional financial planning strategy, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
At our initial meeting we will require financial information to enable us to understand your particular situation & objectives.
We will provide information about our services, explain how we charge and the type of advice we offer.
We assess your assets and liabilities, discuss your objectives and priorities, and consider your attitude to risk.
At our initial meeting we will require financial information to enable us to understand your particular situation & objectives.
We will provide information about our services, explain how we charge and the type of advice we offer.
We assess your assets and liabilities, discuss your objectives and priorities, and consider your attitude to risk.
Our purpose is simple: we aim to guide clients towards, through and beyond retirement, creating strategies for clients to attain financial independence & freedom to work through choice not necessity.
At an initial meeting we provide information about our services, explain how we charge, assess your assets, liabilities, objectives and consider your attitude to risk.
We develop a plan to enable clients achieve their goals using the services of other professions if required.
For existing clients we are able to provide sophisticated will writing and estate planning services through our association with Countrywide Legal as an up to date valid will is the foundation for all financial planning.
At an initial meeting we provide information about our services, explain how we charge, assess your assets, liabilities, objectives and consider your attitude to risk.
We develop a plan to enable clients achieve their goals using the services of other professions if required.
For existing clients we are able to provide sophisticated will writing and estate planning services through our association with Countrywide Legal as an up to date valid will is the foundation for all financial planning.
Our main purpose is to create a financial plan for clients towards, through and beyond retirement, and we understand the major financial decisions made will have significant life-changing consequences.
Executive Financial Advice Ltd (EFA Ltd) is a member of the In Partnership group a highly respected national network so you can have confidence our advice process & compliance procedures follow strict guidelines set down by the network.
We have also satisfied the rigorous criteria relating to professional qualifications and ethical good practice & as a firm are wholly committed to providing the best possible advice, service and support.
Executive Financial Advice Ltd (EFA Ltd) is a member of the In Partnership group a highly respected national network so you can have confidence our advice process & compliance procedures follow strict guidelines set down by the network.
We have also satisfied the rigorous criteria relating to professional qualifications and ethical good practice & as a firm are wholly committed to providing the best possible advice, service and support.
A husband & wife team with over 50 years experience between us in the Financial Advice sector & having brought up our own family, we understand on both a professional & personal level the issues you can encounter through your various life stages.
I entered the Financial Services profession in 1985 and after a career in management became an Independent Financial Adviser in 2000.
I previously ran a successful multi-advisory financial planning practice based in Milton Keynes, however my desire to concentrate solely on advising clients led to the creation of Executive Financial Advice Ltd.
I entered the Financial Services profession in 1985 and after a career in management became an Independent Financial Adviser in 2000.
I previously ran a successful multi-advisory financial planning practice based in Milton Keynes, however my desire to concentrate solely on advising clients led to the creation of Executive Financial Advice Ltd.
Based in Northampton, Executive Financial Advice Ltd has over 30 years' experience in the areas of financial planning and wealth management, and we provide clients with a high level of personal service designed to create a bespoke financial planning strategy.
When creating a professional financial planning strategy, we make sure we take the time to understand your needs.
Executive Financial Advice Ltd have over 30 years' experience in financial planning and wealth management.
During the initial free, no obligation meeting, Executive Financial Advice Ltd will assess your requirements.
When creating a professional financial planning strategy, we make sure we take the time to understand your needs.
Executive Financial Advice Ltd have over 30 years' experience in financial planning and wealth management.
During the initial free, no obligation meeting, Executive Financial Advice Ltd will assess your requirements.
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