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Why use a Financial Adviser?
As Financial Advisers we are able to provide you with personalised financial and mortgage advice.
We are based in Maidenhead and are proud of our old fashioned values, the majority of our business comes from personal recommendations. We won't take up hours of your time. It doesn't take us long to ascertain your needs and priorities. Please contact us on 01628-623600 or e-mail us on firstname.lastname@example.org
We can provide advice on:
Free Initial Consultation
We never charge a fee for our initial consultation. Costs for future work or advice will be agreed with you before our work starts. There will be no hidden surprises.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgages we will normally be paid by commission. In certain circumstances an additional fee may be payable up to £345. If you prefer to work on a fee only basis this is typically 0.7% of the loan amount.
Many people think a financial adviser is only for wealthy people but this is not the case. The vast majority of our clients have average income and assets who wish to become wealthier! Our services are available to every one.
We have over 25 years of experience and support behind us. We concentrate on the suitability, risk and strength of new and existing financial products and providers. We hold Professional Indemnity Insurance and are registered under The Consumer Credit Act and Data Protection Act and hold the appropriate licences.
We adhere to strict FCA (Financial Conduct Authority) guidelines which means we provide advice most suited to your personal requirements, affordability and risk profile.
We look forward to meeting you.
The FCA does not regulate some forms of tax planning.
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Attfield James Financial Management Ltd: 24 Queen Street, Maidenhead, Berks Sl6 1HZ: Registered in England: Company No:07096637.
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