Consolidate

Wouldn't it be terrific if all of your pensions and investments could all be under one tax efficient roof, on line and easy to see and manage anytime. This can now be done quickly and efficiently through our safe and secure asset transfer system. There you can see all of your pension and investments, look at the funds or portfolios in which they are invested and you can also add to your pensions or investments on line through our website link. If you have pensions and investments with many different providers such as insurance companies, banks and investment companies then consolidating them onto our “One Platform” will mean that you can view and manage all of your Funds and Investments in one place. Using the same tools that Attfield James uses to manage their multi-million pound funds on behalf of their customers. Join Attfield James's “One Platform” today and experience 21st Century Financial Management. "Managing Your Funds The Way YOU Want!"   Simply leave your contact details and one of our experienced mortgage advisers will be in touch.

Request a Call Back Now To Find Out How We Can Help You With Your Asset Consolidation


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About us

  • Attfield James Financial Management has been giving Financial Guidance for over 25 years, with hundreds of satisfied customers.

    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, Call Today To Speak To One Of Our Advisers 01628 623600

    Our opening times are 9am till 6pm Monday to Friday

    We are part of Fairstone therefore the largest firm of chartered financial advisers in the UK for further information click here

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