Aquila Financial Management Limited is one of the West Country’s leading independent financial advisory firms.
With close established associations with other professional firms of accountants and solicitors we have a long-standing history of providing our clients with a high standard of service to ensure that best financial advice is given. We are able to accommodate a wide range of different financial needs.
Pension arrangements should be tailored to the individual’s circumstances as well as being tax-efficient, flexible and offering the maximum potential to provide superior investment returns.
Advice on Business Protection
Timing and accurate projections are critical. Aquila Financial Management Ltd can provide a resume of the client’s pension arrangements and projected benefits.
We have opted-in to the Markets In Financial Instruments Directive (MIFID) and have the appropriate permissions to advise into a number of European countries.
We also specialise in Inheritance Tax (IHT) Planning to ensure that our clients are fully aware of the facility to help mitigate Inheritance Tax.
We also specialise in Inheritance Tax (IHT) Planning to ensure that our clients are fully aware of the facility to help mitigate Inheritance Tax. In addition, specialist advice can be given on Residential/Nursing Home fee planning.
Aquila Financial Management Ltd will not pass your contact details to any third party unless explicitly agreed after consultation with you and for the furtherance of your enquiry. We will treat all personal data and sensitive personal data as confidential and will not process it other than for legitimate purposes. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.
Aquila Financial Management Ltd is registered in England and Wales No. 04198807. Registered Office: 52 Queen Street, Exeter, Devon, EX4 3SF
Aquila Financial Management Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register
www.fca.org.uk/firms/financial-services-register
under Firm Reference No. 161585
Any information provided should be regarded only as a guide and no action should be taken before obtaining detailed professional advice.
