01392 411159 advice@aquilafm.co.uk

Independent Financial Planners & Investors

CORONAVIRUS UPDATE:
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.
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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.

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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