• Investment Advice
• Pension Advice
• Mortgage Advice
• Equity Release Advice
• Life, Critial Illness and Income Protection Advice

Welcome to Wiltshire Pensions & Investments

Based in Swindon we offer a full financial planning service. We are local, friendly and offer face to face advice in your home, at your work or at our offices in Cheney Manor.

We will provide you with regular ongoing reviews to ensure your financial goals are achieved.

We offer Pension, Investment, Mortgage and Protection advice in Swindon and across Wiltshire.

We firmly believe in the importance of working together with our clients to build rewarding relationships. When you meet an advisor from Wiltshire Pensions & Investments their first priority will be to get to know you and fully understand your personal circumstances.

We pride our business on providing bespoke financial advice. We are here to protect and enhance our clients' wealth and sense of well-being by navigating them safely through the complex financial options available in the market place. Our recommendations will always be tailored to your individual circumstances.

Our advice will be well-researched and constructed on the basis of what is best for our clients and nobody else. If required, we are prepared to work alongside our clients' accountants, solicitors and family members.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.