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.
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.
Services
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.
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.
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.
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.
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