02082119000 advice@indexfs.co.uk

Our services

We provide a range of financial advice, management and planning services to businesses and individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible.

For individuals, we look at managing your wealth with:

  • pension planning
  • savings and investments
  • insurance and protection
  • estate and succession planning.

Our range of financial services for businesses includes:

  • corporate tax planning
  • business financing and debt
  • staff benefits set-up
  • key personnel insurance.

Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.

 

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Index Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 222570 http://www.fca.org.uk/register.

Index Financial Services Ltd Registered Address: Index House, 13 Gateway Mews, Ring Way, Bounds Green, London, N11 2UT. Registered in England & Wales, No. 3363388.

Neither Index Financial Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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