Qi Financial Solutions Ltd, Croydon

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Verified Listing, updated on 11/09/2019 by Wendy Povey

Opening Times

Hours may differ
SaturdaySaClosed
SundaySuClosed
MondayMo
09:00 – 17:00
TuesdayTu
09:00 – 17:00
WednesdayWe
09:00 – 17:00
ThursdayTh
09:00 – 17:00
FridayFr
09:00 – 17:00
Closed.
Opens in  1 day 19 h 8 min.
1 day 19 h 8 min

Official Data

Official Name
QI FINANCIAL SOLUTIONS LIMITED
Reg. office address
42A TAMWORTH ROAD, CR0 1XU, CROYDON, Greater London
Company Number
04077920
Jurisdiction
England/Wales
Number of Employees
7
SIC Code
64999 - Financial intermediation not elsewhere classified
65110 - Life insurance
65300 - Pension funding
Date of Incorporation
26 Sep 2000
Directors
Paul Annys, Neville Crofts
Previous addresses
2nd Floor, 215 Lower Addiscombe Rd, Croydon, CR0 6RB
2Nd Floor 215 Lower Addiscombe Road Croydon Surrey CR0 6RB

Description

We are a committed team of Financial Advisers who are active in Surrey with our administration and support staff based near Croydon. We also keep access to a London office as many of our clients work in or around the City - this offers easy access and convenience. Our staff are friendly, approachable and enthusiastic, whilst being well qualified with expertise in chosen areas.

We listen to what our clients want to achieve and provide the solutions in an easy to understand manner, even if the mechanics are complicated. We deal with all types of work but have specialist permissions in areas such as pension transfers and retirement planning. Ours is a very personal service and although we employ technology to help our research and analysis we present the results face to face in a comprehensive way.


Company description
Our well established team provides a range of financial planning solutions carefully designed with you. Between our dedicated team we have extensive experience and offer value for money advice from highly qualified and trusted advisers. Our staff are friendly and approachable.

We offer specialist advice to SME's, including support with Company Investments, Business Protection, Corporate Pensions, Auto Enrolment, Group SIPP/SSAS, GPP and a range of staff benefits. We have offices in Croydon, Surrey and the City of London or we can come to you! Our longstanding clients come from a range of backgrounds including both Limited companies and Self-employed from across the South East.

For our Private Clients we provide bespoke advice. We offer independent advice relating to wealth management, wealth preservation, investment planning, tax planning, guaranteed investments and estate planning. We particularly pride ourselves in our retirement planning, family wealth transfer & inheritance tax planning expertise.

Whether a corporate or private client we provide quality advice from advisers you will want to build a professional relationship with. In short, we are committed to helping you prosper! Our fee structure is transparent and there are no hidden charges. So if you think we can help you, please do get in touch.
Keywords:
Financial Services, Financial Advisors, Wealth Management, Independent Financial Advisor, SIPP, Financial Planners, Auto Enrolment, Financial Planning Advice, Income Protection Insurance, Independent Mortgage Advisor, Remortgage Advice, Pension Transfer, Financial Advise, Pension Drawdown, Pension Review, Regular Savings, Group Income Protection, Lump Sum, National Savings, Socially Responsible Investment, Annuity Purchase, Insurance, Life Insurance, Unit Trusts, Ethical Investment, Investment Savings, Employee Benefits, Investment Trust, Oeic, Tax Planning, Independent, Savings, Pensions, Retirement, Estate Planning, Capital Gains Tax, Isa, Income Tax, Critical Illness, Annuity, Long-Term Care, Stakeholders, School Fees, Group Pensions, Group Life Insurance, Pension Consolidation, Group Protection, Investing for Income, Group Critical Illness, Pension Divorce, Pension Retirement Planning, Saving for Children, General Financial Planning, Group Isa, Insurance & Protection
Service Areas
London, Croydon, Surrey, Sussex, Kent
Available payment methods
  • Bank transfer
    Bank transfer
  • Cheque
    Cheque
Qi Financial Solutions Ltd is listed in the following categories:

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Yably

Qi Financial Solutions Ltd

4.3 from 5

Good

6 Reviews

Yably

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Contact Persons

Paul Annys
MANAGEMENT

Send message

020 8655 3322

07517 482 452

020 8655 2332

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