Affordable Financial Planning Services
Dedicated to excellent customer service.
14 Highgrove House, Winnersh Grove, Reading Rd, Winnersh, Wokingham, RG41 5PR Directionshttps://www.yell.com/biz/affordable-financial-planning-services-wokingham-8695488/#view=map
Why Choose Us?
Our location
Business overview
Friendly, Family Run Business With Over 30 Years Experience Within The Financial Services Sector.
AFPS provide fully professional, friendly, convenient & affordable Will Writing and Estate Planning services to the near and surrounding areas including Berks, Bucks, Hampshire, Surrey, Oxfordshire & Greater London.
Affordability is a keyword to AFPS, we strive to give you the very best value for money, and a professionally delivered service, at a cost you can afford. Whilst we aim to give you more for less, we will never compromise on quality.
We provide all our Wills & Estate Planning Services in association with Countrywide Tax & Trust Corporation Ltd (CWTTC). Working in conjunction with CWTTC's extensive team of qualified solicitors and STEP qualified estate planning experts enables us to provide our clients with highly specialised Wills, Trust & Tax Planning services but with the added bonus of a friendly, more personal service associated with a family run business.
Our Fixed Fee Services ensure that our product range is affordable and transparent and all charges are unambiguous and clearly stated. We do not charge any fees for consultation or work per hour, the same price will apply to our products regardless of the complexity of your Estate. We take the time to understand your circumstances fully and help advise you on the most effective ways to manage your estate in your lifetime and for future generations.
So whether you need a simple Will, advice on protecting your home from Care Fees or have more complex issues, including Mitigating Tax, we can provide you with the perfect solution to achieve your goals.
Our Services :
◾BESPOKE WILL WRITING & ESTATE PLANNING
◾FREE WILL REVIEW SERVICE
◾FREE 'NO OBLIGATION' HOME VISITS
◾LASTING POWER OF ATTORNEY
◾FREE PRE-PAID FUNERAL PLAN COMPARISON SERVICE
◾FREE LIFE INSURANCE COMPARISON SERVICE
◾LOW PROBATE FEES AT JUST 1.5% - 1.75%
◾EQUITY RELEASE
Photos
Products & Services
ESTATE PLANNING
FINANCE BROKERS
FINANCIAL PLANNING
FINANCIAL SERVICES
INDEPENDENT FINANCIAL ADVISERS
POWER OF ATTORNEY
TAX PLANNING
WILLS
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