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OX - Oxford

Progressive Financial
    Planning Ltd
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Cornerstone Financial
    Planning


Progressive Financial Planning Ltd

Address: AD Business Centre, Hithercroft Road, Wallingford, Oxon, OX10 9EZ
Telephone: (01491) 824 824
Fax: (01491) 833 031
E-mail: enquiries@progressive-fp.co.uk
Web Site: www.progressive-fp.co.uk
Contact: Ian Runcie

General information
Progressive Financial Planning Ltd - a firm of Independent Financial Advisers offer a wide range of services to both private and business clients.

We aim to provide both existing and prospective clients with on-line services and information on a wide range of products and services. As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.

The Financial Planning and Review process used is one in which we arrange a meeting for completion of a Fact Find, in which we collect all the information we need. Then we will carry out research into the areas we feel action is required and provide recommendations in these areas. We would then discuss these with you, amend as appropriate, and implement any you wish to proceed with. A report will be provided explaining the reasons we have made the recommendations.

We are able to advise and provide solutions to the following:
Pensions Life Assurance Company Benefits
Retirement Planning Health Insurance Executive Packages
Mortgages* Income Protection Corporate Protection
Investments Critical Illness Estate Tax Planning
Portfolio Reporting Service School Fees Will Writing
Savings Tax Planning* Trusts


Progressive Financial Planning is authorised and regulated by The Financial Services Authority. The FSA does not regulate tax and trust advice or will writing.

FSA Registration No: 190252

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