Independent Financial Advisers in Chippenham

Meet your local independent financial advisers Mark White and Paul Jansen. Mark and Paul offer independent financial advice in Chippenham. Peter Doust is our Chippenham mortgage broker offering mortgage advice. Call 01249 651212 for a free financial planning initial consultation.

Financial Planning & Wealth Management

Retirement
Planning Advice


Our advisers review your pensions schemes and offer pension advice, so you save enough into your pension to fully enjoy your retirement. Our advisers also review the most tax efficient way to take your retirement income. Examples include purchasing an annuity, taking income drawdown, or using other savings and investments.

Investment
Planning


As we are independent, we can offer a range of financial planning solutions. Our advisers offer impartial active and passive investment planning advice, so you save tax efficiently and achieve your life goals. We provide a personalised financial plan and invest in multi-asset portfolios appropriate for your risk profile.

Inheritance
Tax Planning


Our financial advisers assist you with inheritance tax planning, by encouraging you to consider financial planning on a family-wide basis. If you want to review your estate planning and pass on accumulated wealth tax efficiently to your dependents or into a trust call us now.

Our
Clients


Mark, Paul, and Peter offer financial advice in the south-west, in Wiltshire, Somerset, Cornwall, Devon, Dorset, Gloucester and Berkshire. They have clients in Chippenham, Bristol, Bath, Taunton, Exeter, Weston super Mare, Swindon, Gloucester, and Wales.

Experienced
& Qualified


Our financial advisers have over twenty-five years financial services experience. They are all members of the Personal Financial Society and qualified to Diploma level in Financial Services. Peter is also a qualified mortgage advisor and offers mortgage and protection advice to clients.

Why work
with us?


Our Chippenham financial advisers work with clients across the South-West and South Wales. They offer a free initial financial planning consultation to discuss your requirements. For more information call the Chippenham financial planning team on 01249 651212.

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Need financial advice?

Call our Lonsdale Independent Financial Advisers (IFAs) in Chippenham on 01249 651212 or complete the form below for a free financial planning consultation.

Financial Adviser in Chippenham

Find the Chippenham office

Lord Wilmot House, 9 Cavalier Court, Chippenham, Wiltshire, SN14 6LH

Professional Award for vulnerable clients Trusted adviser award outstanding customer care award