Independent Solutions :: Ross-on-Wye ::

Independent Financial Advisers

Montague House

4, St. Mary's Street

Ross-on-Wye

Herefordshire

HR9 5HT

Telephone: 01989 565577

Fax: 01989 568185

General Enquiries: elaine@ind-sol.co.uk

If you would like to contact us about our services, please click on the area closest to you from the list below:

Ross & Mid Wales

Chris Wheeler - 07974 255279

(Director)

Chris has worked in financial services for twenty-five years and before becoming a Director of Independent Solutions worked as a consultant & Senior manager for Pearl Assurance.

Qualifications include; the Financial-Planning Certificate, The Chartered Insurance Institute’s Certificate in Savings and Investment and The Institute’s advanced paper in Taxation & Trusts.

If you would like Chris to contact you about any of our services (without obligation), please fill in the form below:

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Ross & Mid Wales

Chris Wheeler - 07974 255279

(Director)

He is keen to work with his fellow directors in building a distinctive regional brand for the company as a provider of quality advice and excellent service.

He enjoys the job of helping clients with their financial planning, and he would describe himself essentially as a general practitioner. He has focused recently on open market options at retirement (helping clients about to retire in obtaining a most competitive annuity for their pension fund) and pension transfers from closed, or badly performing, personal pension schemes.

He is also keen to assist clients reduce their Inheritance Tax liability.

Independent Solutions Ross-on-Wye Limited is authorised and regulated by the Financial Services Authority.

The Financial Services Authority does not regulate taxation and trust advice.

Your home may be repossessed if you do not keep up repayments on your mortgage

There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £299.