Angela Davy-Makwana

 Home / About Us / Find a Financial Adviser (Name) / Angela Davy-Makwana
DipPFS Financial Planning Consultant
Sleaford Lincolnshire

Angela is a diiploma qualified Financial Adviser with over 20 years experience.

Angela makes Financial Advice easy to understand and implement. She specialises in helping clients make sense of their finances, grow their wealth as well as simplifiy their affairs, whilst ensuring the financial products they hold are suitable for today, tomorrow and beyond.

Angela will help you focus on what is important to you and doing it in such a way that you can adapt your plans to your changing circumstances.

Outside of work Angela likes to watch Rugby, Cricket, is a keen amateur gardener and loves to travel the world.

 

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

 


Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

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