Our Services
Independent Financial Advice
Our financial planning advisory service provides independent advice on investments, tax planning, pensions, mortgages, protection and trusts. We take the time to get to know your circumstances and objectives and then offer professional, bespoke advisory solutions. Axxis Financial Planning has built its reputation on understanding the needs of individuals and responding to them effectively and professionally.
Web based financial services
Through our web sites, we constantly strive to deliver good value without compromising the best interests of our clients. Our range of services is comprehensive and our technology is both unique and innovative. We offer expert guidance to assist you through the buying process.
Axxis offers five websites which offer access to financial products on preferential terms, unique research tools and leading edge functionality:
Annuity Discount Brokerage
You get real time quotes for pension annuities and can immediately review the rates available for the wide range of annuity options.
We offer a comprehensive range of annuities including all types of Pension Annuities, Care Fee Annuities, Purchase Life Annuities and Immediate Vesting Annuities.
Find out more about Annuity Discount Brokerage »
Equity Release
Our whole of market quote system is quick, simple and comprehensive. It shows both types of Equity Release – Lifetime Mortgages and Home Reversions.
You can view the rates available, fees applicable and the maximum amount of equity you can release from your property. Unlike other IFA firms, we do not charge you a fee for our services.
Find out more about Equity Release »
Investment Bond Shop
You can purchase investment bonds with initial charges which are significantly cheaper than buying direct from the product providers.
Our Research and Buy module allows you to assess the onshore and offshore investment bond products and advice is available if required. Free investment bond quotes are available which show you the charging structures and product features.
Find out more about Investment Bonds »
Ethical Investments
Our site offers unique interactive research tools to enable you to create an investment portfolio commensurate with your ethical convictions and tolerance to investment risk.
We offer discounted charges, online valuations and fund switching between all the major UK ethical investment funds.
Find out more about Ethical Investments »
Automatic Enrolment
Our auto-enrolment quote system allows you to obtain an indication of likely costs.
We offer a “pay per use” service which delivers a bespoke, affordable, compliant workplace pension to work alongside your existing systems.
Find out more about Automatic Enrolment »