Axxis Financial Planning is a regulated company, authorised to give financial advice advice by the Financial Conduct Authority. We have the expertise, experience and to provide the best value to our clients whilst providing the customer care to suit your needs. Integrity, transparency and treating customers fairly are the cornerstones of our service. We do not underestimate the trust and responsibility that you place in us by becoming a client and we are committed to complying fully with both the letter and spirit of the laws, regulations and ethical principles that govern us.
As and when your needs and financial priorities change, Axxis has the in house expertise to present solutions and choices which can assist you in building and preserving your net worth. This covers areas of financial planning which include Ethical Investments, Annuities, Equity Release and Auto Enrolment.
This website offers you access to both onshore and offshore investment bonds across the whole of the market through our “Research and Buy“ module. This, combined with our investment bond quote module, will allow you to carry out your own research and compare the different types of investment bonds available. Our website also discusses the taxation treatment of onshore and offshore investment bonds.
We offer a “price matching” service for investment bonds. If you can find cheaper charges through any other distribution channel we will endeavour to beat any other offer. All you need to do is supply us with a quote and we will try to improve the offer.
Should you decide to proceed, we will guide you through the administration and assist you with the paperwork and anti Money Laundering requirements.
We also provide on-going service, be this assistance with chargeable event calculations, valuations or on-going monitoring and supervision of the portfolio. Should the legislation surrounding investment bonds change, we will also contact you to update you.