About Us

About Us

This web site is produced by Axxis Financial Planning Ltd - a Company offering Independent Financial Advice to individuals, corporations, charities and trustees. We are regulated by the Financial Conduct Authority, FCA number: 226351. Our registered office is: Axxis House, 178a High Road, Byfleet, Surrey, KT14 7ED. Our registration number with Companies House is 04726785.

Since no one financial company has a monopoly of being the best at providing each and every financial product, we hold our independence as our strongest asset and that which puts us in a strong position to benefit our clients.

Our financial planning service involves adopting a well structured and considered approach to your finances. Taking stock of your current position, setting objectives and then seeking professional planning advice, will all help to ensure you are best prepared for your future. Axxis Financial Planning has built its reputation on understanding the needs of individuals and responding to them effectively and professionally. We provide a bespoke, leading edge approach to wealth management which will help you achieve your goals.

When working with you, we combine our market and investment knowledge with effective, cohesive advice on a wide range of financial matters. We can provide independent strategic advice on investments, tax planning, pensions, mortgages, protection, wills and trusts and a wide range of other areas. Every client is allocated a personal broker who is fully trained in both investment and long-term planning advice.

From tax mitigation and deferral advice to financial planning and tax compliance, our holistic approach means that we can ensure you have the right arrangements in place to protect every aspect of your business and personal wealth.

By working through a finely honed process, we can bring a new perspective to all your personal financial affairs. Whichever way you choose to work with us, we'll streamline your financial arrangements so you can review your position at a glance.

We will ensure that we fully understand your aims, objectives and attitude to risk and only when we feel we have a true grasp of your individual requirements will we produce our initial report on your personal financial situation.

Our aim is to produce a planning blueprint for your future, with agreed timescales and benchmarks for achieving your objectives. We will work with you to ensure that our practical, yet creative, recommendations make your financial position more flexible and secure - both now and in the future.

Our Philosophy

Axxis prides itself on offering the best value and best service. Click here to find out more about our philosophy.

Terms and Conditions

Axxis is subject to certain terms and conditions. This section explains more about your rights and our responsibility to treat our clients fairly.