For more information please call our Head Office on
020 8673 0220 or email info@aquafinancial.co.uk

Refreshingly clear, consistent Financial Advice Refreshingly clear, consistent Financial Advice
 
 
 

Aqua Financial Limited was established to offer private clients truly independent financial planning and insurance advice.

How we do this

When we work with you we will advise you based on certainties and fact rather than just speculation. At Aqua Financial Limited, we guide clients on their financial journey through all the different stages in their life. We do this by truly understanding what you want to achieve in life and what steps you need to take to achieve these goals. As with all goals, financial objectives are rarely achieved by accident, they are usually achieved with effective planning, design implementation and on-going review. We will work with you to create a plan for your journey that anticipates and accommodates key events along the way. We will also continue to keep working with you throughout your journey to review and refine your plan. Therefore ensuring it remains relevant whenever unexpected circumstances arise or your objectives change. We understand that every individual client and business is unique. We pride ourselves on taking the time to understand our clients and tailor our advice regarding financial, investment and service solutions to match their needs and wants.

 

Mortgages

Whether you're a first time buyer, looking for your family home, buying a bolt-hole in the country or a buy to let investor, let Aqua's expert mortgage advisers source the most appropriate mortgage solution for you. We will also go that extra mile to liaise with your estate agents, solicitors, vendors or purchasers to make sure that the whole process is a smooth one. Buying a property can be a stressful thing to do, so let us take care of it for you.

 

Life Protection

No-one likes to think of the worst happening, but with Aqua's expert advice, you can ensure that you have the peace of mind to know that your arrangements are in place to fully protect you and your loved ones against all eventualities. Ensuring your policies don't tax your loved ones in their time of need and securing this at the lowest price is what we do to help secure your family's financial future.

 

Pensions

Pensions sound boring. They are. Holidays, on the other hand, are marvellous. The way to see retirement is as the longest holiday you'll ever take. How well-prepared are you to ensure that your holiday is as relaxing as you deserve? Speak to one of our expert pension planners to get an overview of where you are, and how to get to where you want to be. The sooner you prepare for your holiday, the more enjoyable it will be.

 

Investments

Stocks, shares, bonds, options, hedge funds, alternatives, OEICs, Investment Trusts. Confusing, isn't it? What does it all mean? Leave that to our in-house experts and instead focus on the most important thing - what are your goals, your dreams and your aspirations, and how much can you commit to making those a reality? Once we know this, we can put a plan in place together and work to make sure you stay on track.

 

General Insurance

We represent over 50 different insurance companies, including Lloyd's. Whatever your requirements we will find the most appropriate policy at the best value. Whether you prefer to telephone or drop in, we are close by and easy to talk to. To back up our service, we use the latest computer technology to ensure that we meet the high standards demanded by both our clients and the Insurance Companies with whom we place business.

 
 

What our clients say about us...

I have a long-standing relationship with Aqua following sterling service on a number of occasions. I have always found the team to be quick to respond and to offer down-to-earth advice while helping to bring about the best possible results. June Heath

 

In all our time dealing with Aqua we have found them to be nothing short of professional, knowledgeable and helpful in all aspects of their expertise of financial services. Quadpack UK

 

If you speak to an advisor you expect good advice and with Aqua you get just that, straightforward advice, intelligently considering your circumstances. I have found them very efficient with good service and a pleasure to deal with. I wouldn't hesitate to recommend them.
Kevin Ludbrook

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

 
 
 

Aqua Financial Limited
Head Office:

Unit 1 & 20b Hillgate Place
18-20 Balham Hill
London SW12 9ER
Tel: +44(0)20 8673 0220
Email: info@aquafinancial.co.uk

 

Kerridge Financial
Hungerford Office:

Undy's Cottage
Charnham Street
Hungerford
Berkshire RG17 0EJ
Tel: +44 (0) 1488 686848

 
 

Terms & Conditions Reg. In England. 7808220.Registered address: 4 High Street, Alton, Hampshire, GU34 1BU.
Aqua Financial Limited is authorised and regulated by the Financial Conduct Authority. We also hold permissions for credit broking.
Kerridge Financial is the trading style of Aqua Financial Limited, which is authorised and regulated by the Financial Conduct Authority.