EXECUTIVE FINANCIAL PLANNING (EFP)

We offer a fully Independent financial advice proposition on the full range of financial products, including Pensions, SIPPs, Investments (ISAs, Bonds, Unit Trusts etc), Savings and Life Insurance Protection (including Critical Illness cover, Medical Expenses Insurance and Income Protection).

EFP are based in Highworth, Wiltshire, and comprise 8 fully qualified IFAs (including a female adviser) with over 120 years of experience between us. We have over £20 million of funds under management, and have a full range of experience and expertise available to the public. We offer advice ranging from simple protection and trust products, through to the more sophisticated range of Pension products such as SIPPs, SSAS’s, Income Drawdown and Pension Transfers.

 

We are happy to offer our clients a bespoke service either at our offices in Highworth or via a home visit at your convenience. We are also happy to offer either a commission based remuneration package or fee based, again at the discretion of the client.