About Us

Aitana Financial Services was established in 1993. We have a wealth of experience dealing with a range of financial issues for both personal and commercial customers across the UK.

Aitana is committed to providing our clients with the highest quality of advice and service.

Our expert financial advisers work with clients to understand their circumstances and goals, and then develop a tailored financial plan to help them achieve their objectives.

Aitana Financial Services offers a wide range of financial products and services, including:

• Pensions
• Investments
• Mortgages
• Protection
• Tax planning
• Estate planning

We’re authorised and regulated by the Financial Conduct Authority (FCA). This means that it is subject to strict rules and regulations designed to protect its clients.

Aitana Financial Services is a member of the Personal Finance Society (PFS). This is a professional body for financial advisers. Membership of the PFS demonstrates that the firm is committed to providing its clients with the highest standards of professional conduct.

Aitana Financial Services is different from other firms:

• Expert advice: As financial advisers we can offer a variety of options – a wide range of different products and services, available to help with financial circumstances at different stages of a person’s life.
• Personal service: We take the time to get to know you and your circumstances. This ensures that the advice you receive is tailored to your specific needs.
• Continuing support: Once you have received advice we will continue to support you throughout your financial journey. This includes providing you with regular updates on your financial plan and helping you to make changes as your circumstances change.

If you would like to find out more how we can help you, please get in touch with one of our friendly advisers.