Angela Davy-Makwana

 Home / About Us / Find a Financial Adviser (Name) / Angela Davy-Makwana
DipPFS, CeMAP Financial Planning Consultant with Mortgages
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.
The Financial Conduct Authority does not regulate Inheritance Tax Planning & Trusts
Your home may be repossessed if you do not keep up repayments on your mortgage.

Buy to let mortgages are not regulated by the Financial Conduct Authority.

 


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

 

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

 

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared


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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