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Welcome to AE Financial Services Ltd
We are Independent Financial Advisers who specialise in personal and business financial planning. Our aim is to develop financial strategies to suit the needs of both individual and corporate entities.

We carefully monitor the continually changing tax structures as well as investment markets to remain up to date with latest developments.

We work alongside our sister company AE Insurance Brokers Limited who specialise in commercial insurance broking. Both companies are authorised and regulated by the Financial Services Authority.

 

Inheritance Tax

The area of Inheritance Tax planning can appear complex, especially in light of continual changes in legislation. We are fully experienced in all aspects of IHT and can provide comprehensive solutions in a manner which best suits you.
AE Financial Services Ltd, 45 Westwood Road, Southampton, SO17 1DH