01392 411159 advice@aquilafm.co.uk

Our Aim

  • Our primary aim is to provide our clients with a personalised service, delivering high quality ongoing independent advice.
  • As Chartered Financial Planners, we exercise due care and diligence in selecting the most appropriate company and products to meet our clients’ personal and financial circumstances. As Independent Financial Advisers we are able to research and analyse a broad spectrum of companies, seeking out the most appropriate products and solutions to meet our clients’ individual circumstances.
  • Over our many years of experience, we have developed specialist areas of advice that cover:
    • Investment Planning
    • Trust work
    • Inheritance Tax planning
    • Retirement Options
    • Bespoke Long Term Care Options
  • We will work with other appropriate professionals to achieve tailor-made solutions for our clients’ individual needs.
  • We are Authorised and Regulated by the Financial Conduct Authority (FCA), and we have all the necessary permissions to advise on both regulated and non-regulated business.
  • We do not directly handle any client money and we have Professional Indemnity insurance in force.
  • We have opted into the MIFID European Directive and have the appropriate permissions to advise in a number of European countries.
  • We work on a fee or commission basis, which will be clearly agreed with our clients before any work is undertaken. Our fee based remuneration is always agreed in writing with our clients and any commission we earn will be fully disclosed to our clients in accordance with the Financial Conduct Authority’s rules.
  • All advice and recommendations are provided in writing