Independent Financial Advice

Price Deacon Witham Financial Services Ltd was formed to operate alongside the accountancy practice and serve our clients in the regulated areas of personal financial advice such as pensions, investment and life insurance. This service is operated as a joint venture with AFH, a long-established Midlands based Independent Financial Advisory firm. Working in this way gives clients access to a much broader pool of expertise.

Services include:

  • Independent Investment Reviews
  • Advisory & Discretionary Investment Management
  • Pensions - in all their forms
  • Life Assurance and related products
  • Mortgages & Commercial Finance
  • Inheritance Tax Planning
  • Long-Term Care Planning
  • Will & Probate advice

The integrity, personal service and commitment that forms the bedrock of our parent company Price Deacon Witham is very much an integral part of our financial services and this joint venture.