Avanti Financial Planning

: PO Box 464, Billingshurst, RH14 4DR

: https://www.avantifinancialplanning.co.uk

: FCA Number: 1026303

Number of Employees

No. of Financial Advisers: 1
No. of Employees: 2

Avanti Financial Planning are independent financial advisers, and our mission is to help you improve your finances and make your aims and aspirations a reality.

We deliver a service built around the values, experience and knowledge our leadership team has acquired over the last 70 years.

What do we do?
To put it simply, we help you improve your finances to make your aims and aspirations a reality. Whether you’re an individual or a business owner, we provide expert advice across financial planning, tax planning, pensions, investments, and protection.

Please have a look at our website www.avantifinancialplanning.co.uk to find out more, or contact me on 07870 996 081.

Criteria

Min Pension Fund Level: £150,000
Min Wealth Fund Level: £250,000

Fees

For example, during our initial review, which includes a basic financial plan, we charge a fixed fee of £750 (subject to VAT when applicable).
If we handle the implementation of the recommendations, we will charge an additional fee to cover our administration costs (not subject to VAT), this will be one of the following depending on the complexity of your situation:

A single investment or pension, or a new regular savings plan (excluding drawdown): £500
Two to five pensions and/or investments or any drawdown plan: £1,000
More than six investments and/or pensions, any trust related work, long term care, estate planning, tax planning, referral to discretionary fund manager or generally complex finances: £2,000

These charges are an example of our core service and other services will be subject to different fees. Full details can be found in our Terms of Engagement.

Social Media

Avanti Financial Planning is based in Billingshurst, has 2 financial advisers in Financial Services. Avanti Financial Planning is registered with the FCA (registration number: 1026303). You can check the firm registration with the FCA here.

Avanti Financial Planning are approved by the FCA to give advice on:

Pensions & Retirements
Financial Planning
Investments
Mortgage
Equity Release
Life Insurance
Insurance
Commercial Insurance
Debt

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Avanti Financial Planning from the Motorway

From the M25:
At Junction 24, proceed to take the A111 exit designated for Potters Bar. Subsequently, merge onto M25 and continue forward onto the A282 toll road. Then, proceed further onto M25 (look for signs for Dover/M20/Channel Tunnel/M23). Follow the road until you reach A21 (marked for Sevenoaks/Hastings). From there, enter onto Westerham Road/A25, by using the ramp towards Westerham.
Make a slight left to stay on Westerham Road/A25 and continue to follow A25. Following this, turn right onto Beggars Lane/A233. Upon reaching the roundabout, take the second exit onto London Road/A233. Make a left turn onto Pilgrims Way and then a right turn onto Clarks Lane/B2024. At the following roundabout, advance by taking the second exit onto Limpsfield Road/B269. Execute a sharp left onto Slines Oak Road and then continue straight to stay on Slines Oak Road.

List of advisers under Avanti Financial Planning:

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.