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Francis Gill

Executive Financial Adviser

33 Swan House, Queen St, London, EC4R 1AP (Appointment Only)

Francis has a mixed client base from solicitors, insurance and banking professionals, to limited company directors and entrepreneurs.

Francis spends his spare time taking care of his puppy Lucy, they enjoy long walks in the park together. He also loves to travel, is an avid reader, and prides himself on his ability to draw and write ǝpısdn uʍop.

 

  • Diploma in Regulated Financial Planning
  • Certificate in Mortgage Advice
  • LLB Law

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Pension Transfers - Non Specialist

Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)

Inheritance Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Marco Lo Giudice
October 4, 2024
Ian Nelson
February 9, 2024
Kate Jefferson
January 19, 2024
Ben Ashdown
December 29, 2023
Tom Cox
December 13, 2023
James Outram
October 13, 2023

Fancy a chat?

Contact Francis through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help

Francis Gill

Executive Financial Adviser