Welcome to Expert Financial Solutions Ltd.
We are independent financial advisers (IFA) based in Witney near Oxford, Oxfordshire.
We provide expert, independent, unbiased and bespoke financial planning, pension and investment advice. We specialise in pensions, retirement planning, pension annuities, investments including PEP, ISA, OEIC, unit trusts and investment bonds, and inheritance tax (IHT) mitigation and trust investment.
Our financial planning services are wholly independent of outside influences and individual to you. We do not represent any other company such as a bank, building society, or other financial institution. We act for you as your agent.
Our company is totally independent and is owned and managed by our three advisers; Jonathan Hunt, Peter Wickson and Dominic Spalding.
We are fee based independent financial advisers and have an established scale of fees for investment and pensions work as well as other typical transactions. More information is available in our Client Agreement and Key Facts documents which are available on request.
Our advisers have in excess of 60 years experience between them and are qualified at advanced level by professional body examinations to provide independent financial advice.
Oxfordshire (
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Phone: + 08001804757
Expert Financial Solutions Ltd