Qi Financial Solutions offers expert independent financial advice. We work hard to get to know our clients so that we can provide holistic, bespoke and intelligent advice on how to create, build and secure wealth.
Our services include independent advice relating to wealth management, wealth preservation, pension advice, investment advice, tax planning, guaranteed investments and estate planning. We have particular expertise in retirement planning/retirement income options, defined benefit/final salary transfer advice, family wealth transfer and inheritance tax planning. Whatever your financial planning requirements - we can help.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 42a Tamworth Road, Croydon, CR0 1XU
02086553322
Business Name
Qi Financial Solutions
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