Working With You
COUNTRYWIDE ESTATE PLANNING IFA WELCOMES YOU
NEED A REVIEW OF YOUR FINANCES?
Are you on track for financial peace of mind?
Read on to find out more about our services.
Why Choose Countrywide?
Knowledge is the key to making the right financial choices and being able to provide for a better future.
At Countrywide Estate planning IFA we offer professional advice to help each and every client achieve their goals. Upon on first meeting we will look at your current situation and see how we can help you achieve your goals. We will then research and explore the market for the potential opportunities that suit your needs, capacity for loss and risk tolerance. Our recommendation will then presented to you in a detailed suitability report to answer any questions you might have. Once we have confirmation that you agree our recommendation is perfect for you we will submit the application in a timely manner.
The following examples are some of the Investment products we advise on:
Stocks and Shares ISA
General Investment Account
On shore Investment bonds
Off Shore bonds
OEIC – unit trusts
Retirement planning & Pensions
Personal Pensions (including Capped drawdown & Flexi-Access drawdown)
SIPP (Self-Invested Personal Pension)
SSAS (Small Self-Administered Scheme)
Defined benefit Pensions
Trustee Investment Plans
First time buyers
Mortgage reviews & Remortgaging
Critical illness cover
Key Person Cover
What My Clients Have to Say
I have been a Countrywide client for over three years now and I am a very satisfied customer.
I am no longer working and I need advice as to how to manage and make best use of my savings, while minimising any tax burdens.
Bob Massey and Lucy Towey do a fantastic job because -
They are great at admin – setting up regular meetings, keeping me on top of the form-filling and generally keeping the paperwork under control;
They are quick to respond to emails; indeed they are proactive in emailing me and helping with supplementary issues such as tax etc;
And they also always put my first and make sure that whatever they do is tailored to my demands.
62 Kenilworth Road,
In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint.
We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:
In writing: Write to The Compliance Director, pi financial ltd, Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU
By Telephone: +44 (0) 1743 282222, By Email:
For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the
Financial Ombudsman Service ('FOS') at or by contacting them on 0800 023 4 567