Financial Services

Mander Duffill Financial Services Ltd offers a personalised holistic financial planning service to both individual and corporate clients.

Your meeting can take place in our office or at home, whatever option is more suitable to you.

What we offer

Investments

We always listen to you first to understand your individual requirements, whether it be capital preservation, growth or to generate an income whilst utilising tax efficient solutions where possible. We …

Protection

Personal Protection
If you would like to make sure that your loved ones are financially cared for when you are gone you should consider life assurance as a part of …

Inheritance Tax Planning

Clients are often concerned about inheritance tax (IHT). The partner and our tax team can discuss the tax implications and our financial services team can then also talk to you …

Pensions and Retirement Planning

The rules around pension planning have changed a great deal recently, arguably making pension planning more important than ever. There are potential significant tax savings to be had with much …

Pension – Auto Enrolment

Auto Enrolment
We can help your business prepare for auto enrolment, providing help and guidance throughout the whole process – from helping assess the cost for your company and providing …

Mander Duffill Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA number is 751223.

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

Mander Duffill Financial Services Limited - Company Number 9976380
The Old Post Office. 41-43 Market Place, Chippenham, Wiltshire SN15 3HR.