A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.

Contact us		Specialisation		Email
Mrs C Milsted Dip PFS		Tax Planning for businesses		Invicta Independent Financial Adviser Ltd		email me
		Key Person Protection
		Pension choices at Retirement
		Pension Transfers
		Tax planning for Individuals
		Health / Long term care
		Estate Planning
		Lump Sum Investments
		Unit Trusts / Investment Trusts
Mr J Legg Cert PFS		Regular Savings		Invicta Independent Financial Adviser Ltd		email me
		Pensions (excl Stakeholder)
		Pensions (incl Stakeholder)
		Portfolio Management
		Lump Sum Investments
		Unit Trusts / Investment Trusts
		Pension choices at Retirement
		Pension Transfers
Mrs H Tresadern Dip PFS		Group Stakeholder		Invicta Independent Financial Adviser Ltd		email me
		Group Pensions
		Pensions (incl Stakeholder)
		Portfolio Management
		Lump Sum Investments
		Pension choices at Retirement
		Pension Transfers
		Tax planning for Individuals
Miss L Atkins CeMap		Individual Protection		Invicta Independent Financial Adviser Ltd		email me
		Residential Mortgages
Your home may be repossessed if you do not keep up repayments on your mortgage.