We have followed Government guidelines and all our advisers and employees are now working from home for the foreseeable future. If you need to contact us, please email your adviser directly or email our general mailbox: advice@aquilafm.co.uk. Any post sent to the office is collected and distributed daily, and we are able to retrieve any voicemail messages left on our main telephone number.
We have put systems in place to enable us to maintain our standard level of service. We hope that all our clients and their families are staying safe and well during these unprecedented times. Aquila Financial Management Limited is one of the West Country's leading independent financial advisory firms.
We have put systems in place to enable us to maintain our standard level of service. We hope that all our clients and their families are staying safe and well during these unprecedented times. Aquila Financial Management Limited is one of the West Country's leading independent financial advisory firms.
Services
Our professional financial advisers offer advice across the wide spectrum of financial services. All our advisers have achieved the core Level 4 Chartered Insurance Institute Diploma in Regulated Financial Planning or equivalent, giving them DipPFS (Personal Finance Society) or DipFA status.
Born in Exeter, Chris has been in Financial Services since 1983 and has amassed extensive experience and knowledge over this period whilst working for major industry names such as Friends Provident and AXA.The profession, the legislation and the economic climate have all changed over this period and Chris believes that clients need continuing long term adaptable advice as a consequence.
Born in Exeter, Chris has been in Financial Services since 1983 and has amassed extensive experience and knowledge over this period whilst working for major industry names such as Friends Provident and AXA.The profession, the legislation and the economic climate have all changed over this period and Chris believes that clients need continuing long term adaptable advice as a consequence.
Our primary aim is to provide our clients with a personalised service, delivering high quality ongoing independent advice. As Independent Financial Planners, we exercise due care and diligence in selecting the most appropriate company and products to meet our clients' personal and financial circumstances.
Pension arrangements should be tailored to the individual's circumstances as well as being tax-efficient, flexible and offering the maximum potential to provide superior investment returns. The profits of some companies can be very reliant on a few key individuals who have either a special rapport with certain clients or suppliers, or who have specialist knowledge.
In close conjunction with other professionals, this service analyses the present position and recommends bespoke solutions for the future. Timing and accurate projections are critical. Aquila Financial Management Ltd can provide a resume of the client's pension arrangements and projected benefits. This greatly assists the planning process and is a vital step towards accomplishing a successful retirement income.
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