Executive Financial Planning
Independent Financial Advisers in Swindon
Using a broad spectrum of knowledge and experience we can advise on a wide range of business and personal financial situations, including pensions and retirement planning, savings and investments, mortgages, and life assurance and protection.
Expert Team of Financial Advisers
How can we help with your finance?
Pensions & Retirement
Let us advise on the best way of ensuring a profitable retirement.
Mortgage Advice
We have access to the widest range of domestic & commercial mortgages.
Who We Are
About Us
Executive Financial Planning (EFP) are Independent Financial Advisers directly authorised and registered with the Financial Conduct Authority. We are based in Highworth, Wiltshire and have been established for 30 years.
We have experienced Mortgage & Financial Advisers covering the UK using modern communication. We use our vast knowledge and experience to advise on a wide range of financial situations, including Personal Mortgages, Personal Pensions, Group Pensions, Retirement Planning, Savings & Investments, Commercial Mortgages, and Life Assurance & Protection.
We use the latest technology and sourcing software and can offer the widest possible range of solutions including over 70 lenders with exclusive deals through our network. We have the most efficient backup systems available in the industry and are regulated by the Financial Conduct Authority.
EFP is a forward-thinking company which is continually trying to improve its proposition and offerings, so we are second to none.
We are transparent, cost-effective and modern, and have a great team of experienced people to back you up throughout the process.
Claire Davies
Our Services
What we do
- Personal
- Business
We can help with both personal and company pensions, to help ensure a happy and comfortable retirement.
- Personal
Let us help you make smart decisions with your money, such as where to save, and what to invest in.
- Personal
- Business
Our team can advise on the best type of residential mortgages from over 70+ lenders.
- Personal
- Business
Help with Life Assurance, Family Income Benefit and Critical Illness. Professional assistance is available for businesses too.
- Personal
We can advise on income protection or private medical insurance for employees, and accident sickness for a mortgage.
- Business
Our team can advise on the best type of commercial mortgage for you.
Our Associations
Get in touch today
Executive Financial Planning
The Old Bank
Highworth
Wiltshire, SN6 7AH