01392 411159 advice@aquilafm.co.uk

Chartered Financial Planners & Investors

The firm’s primary aim is to provide an ongoing independent financial planning service to its clients. To do this, specialist areas have been developed over many years which cover investment planning, trust work, inheritance tax planning and retirement options.

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Aquila Financial Management Limited is one of the West Country’s leading independent financial advisory firms.

With close established associations with other professional firms of accountants and solicitors we have a long-standing history of providing our clients with a high standard of service to ensure that best financial advice is given. We are able to accommodate a wide range of different financial needs.

Our Services


Advice on Pensions

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.

Financial Planning Services

In close conjunction with other professionals, this service analyses the present position and recommends bespoke solutions for the future.

Advice on Business Protection

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.

Retirement Planning

Timing and accurate projections are critical. Aquila Financial Management Ltd can provide a resume of the client’s pension arrangements and projected benefits.

Europe

We have opted-in to the Markets In Financial Instruments Directive (MIFID) and have the appropriate permissions to advise into a number of European countries.

Inheritance Planning

We also specialise in Inheritance Tax (IHT) Planning to ensure that our clients are fully aware of the facility to help mitigate Inheritance Tax.

Private individuals

Financial Analysis and Planning, Retirement Planning, Inheritance Planning, Investment Portfolios

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Corporate Clients

Advice on Pensions, Advice on Business Protection, Specialist Knowledge

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Long Term Care

Advice on planning and paying for long term care.

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Our first consultation is free...

We also specialise in Inheritance Tax (IHT) Planning to ensure that our clients are fully aware of the facility to help mitigate Inheritance Tax. In addition, specialist advice can be given on Residential/Nursing Home fee planning.

 

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