Financial Adviser in Oxted: Pensions, Inheritance Tax & Wealth Management

Local IFA in Oxted

Hi there. I’m Andrew Norrington, an independent financial adviser in Oxted. My specialist areas of financial advice include pensions, inheritance tax, wealth management, and investments.

I can help you accumulate wealth, reduce and manage taxes, or invest toward retirement and other financial goals.

As a local IFA in Oxted, I am experienced in working with the following:

• Individuals
• Families
• Business owners

My status as an independent financial adviser offers this clear advantage: I will always work in your interests, not mine. I give professional advice instead of pitching and selling you financial products.

You can find out about all of the services I provide as you go through this page.

Need advice?

Call our Head Office now on: 0203 740 5856

A trusted independent financial adviser in Oxted

I have been an independent financial adviser in Essex for over two decades.

Working with a broad range of clients, the financial advice I provide covers:

• Pensions
• Inheritance Tax (IHT)
• Investment advice
• Wealth management

Professional, independent financial advice

Here is a summary of the services I offer.

Whether you are planning for retirement, accumulating wealth or require pension or investment advice, I can help:

Pensions

If you are planning for retirement, or wish to use pensions as a tax efficient investment, talk to me today.

My service covers:

• Independent pension advice
• Pension management
• Pension consolidation

Let’s discuss your retirement goals and how I can help you achieve them.

Inheritance tax (IHT)

My inheritance tax advice service covers:

An initial consultation to discuss your current IHT position

• Gaining an understanding of the potential future value of your estate
• Making recommendations to reduce or avoid IHT
• Forming a plan and managing your assets
• Reviewing and adjusting your plan as required

Are you keen to avoid IHT and protect your financial legacy? Let’s schedule a complimentary consultation.

Wealth management

My wealth management services provide comprehensive financial solutions to wealthy and high net worth individuals.

This includes, but not limited, to:

• Investment advice
• Wealth planning & ongoing management
• Long term financial planning
• Tax management
• IHT & estate planning
• Business & personal protection

As an experienced financial adviser in Oxted, I will help you to grow and protect your assets while achieving your long-term financial objectives.

Investment management

With broad knowledge of the savings and investments landscape, I can advise on a variety of investments, including:

• Stocks & shares ISAs & JISAs
• General Investment Accounts, Onshore & Offshore Bonds
• Personal & Corporate Pensions & discretionary Managed Portfolios
• Corporate investing & Venture Capital Trusts

Looking to speak to an experienced financial adviser in Oxted?

Everything starts with a conversation.

Call our Head Office now on: 0203 740 5856 to request a callback.