Aquila Financial Management Ltd
Pensions Investments

Aquila Financial Management Limited is a firm of Chartered Financial Planners. Originally established in 1983, the practice has grown and developed, undergoing a change of name to Aquila Financial Management Limited in June 2004.

Aquila Financial Management Limited is one of today's leading West Country and national independent financial advisory firms.

Aquila Financial Management Limited has an established and very close association with other professional firms of accountants and solicitors and has a long-standing history of providing a high standard of service to its clients.

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.

In-house and external specialists work together to achieve tailor-made solutions for clients' individual needs. In addition, areas of the firm have been established to provide bespoke services in mortgage related work, long term care planning and divorce work.

The Divorce and Pensions Department works in the "expert witness" field in the Courts as well as acting for individuals or couples.

Aquila Financial Management Ltd is authorised and regulated by the Financial Services Authority. It is also covered by the Financial Ombudsman Service (FOS).

Aquila Financial Management Ltd has also opted-in to the MiFID European Directive and has the necessary permissions to advise into a number of European countries.

 

About us
Updated 12/01/11

Registered Office: 52 Queen Street, Exeter Devon EX4 3SF. Registered in England No 4198807
Aquila Financial Management Ltd is authorised and regulated by the Financial Services Authority and is entered on the FSA Register (www.fsa.gov.uk/register) under reference number 161585

The value of your investment can go down as well as up and you may not get back the full amount invested.

The content of this website is subject to the UK regulatory regime. Information provided should be regarded only as a guide and no action should be taken before obtaining detailed professional advice. No responsibility can be accepted for any action taken as a result of the information contained in this website.

The Financial Services Authority does not regulate taxation and trust advice, school fees planning and some aspects of overseas mortgages and commercial mortgages

There will be a fee for mortgage advice. The precise amount will depend upon your individual circumstances. Your home may be reposessed if you do not keep up repayments on your mortgage.