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Index

Corporate bonds

Self-Invested Personal Pensions

Wealth management

Taxpayers allocated incorrect tax codes

Emerging markets

The search for income

Are you taking advantage of your ISA allowance ?

Planning your retirement income

Transferring your pensions

What type of investor are you ?

Financial protection for you and your family

Inheritance tax planning

Investing in uncertain times

Locating a lost pension

Buy-to-let landlords acquiring more properties

Long-term care

Experiencing mortgage repayment problems ?

 

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YOUR INDEPENDENT ADVISERS

Weston Associates IFA Ltd are independent Financial Advisers. We deal on a regular basis with most of the financial institutions. We have access to a very wide range of financial products, and our knowledge of the insurance, pensions and investments markets along with our analysis and tracker systems means we can consider the most appropriate products to meet your needs.

A PERSONAL SERVICE

Our staff are highly trained, qualified and experienced people who will be available to help you whenever you require. Though all our administration is handled through our Bristol office, our advisers focus in various regions throughout the UK in particular Birmingham, the Midlands and Merseyside. With computer, fax and email facilities our advisers are able to work efficiently throughout the UK and abroad when required.

FULLY AUTHORISED

Weston Associates IFA Ltd is authorised under the Financial Services and Markets Act 2000 and is directly regulated by the Financial Services Authority. It is our policy not to handle client money. Investments are effected directly with authorised financial institutions.

OUR CHARGES

As independent brokers, we are remunerated by the companies whose products we recommend. However, we also provide some specific fee-based services and if you prefer us to work for you entirely on a time-costed basis, we will be happy to do so.