Pyxis Financial Planning Ltd

Pyxis Financial Planning Ltd (FCA Reg No:975302)

Pyxis Financial Planning Ltd (FCA Reg No: 975302)

Sunny Avenue verified the details on this profile
Sunny Avenue verified the details on this profile
Pyxis Financial Planning Ltd
Friendly Financial Planning in Plain English
Minimum Wealth
£51,000+
Financial
  • Inheritance Tax Planning
  • Investment Planning
  • Protection
  • Retirement Planning
  • Trusts
  • Wealth Management
  • Will Writing
Insurance
  • Business Protection
  • Business Whole of Life
  • Critical Illness cover
  • Health Insurance
  • Income Protection
  • Key man Insurance
  • Life Insurance
  • Shareholder protection insurance
  • Whole of Life Insurance
Later life
  • Estate Planning
  • Power of Attorney
  • Trusts
  • About us
  • Meet our advisers
  • CHARGES FOR ADVICE

Holistic, whole of market planning for individuals and families, businesses and Trusts.

Pyxis (‘piksis) means compass. It’s one of the constellations of Argo Navis: the ship that carried Jason and the Argonauts on their quest for the Golden Fleece.

Like the constellation we are named for, we will help you decide what goals to head for, and guide you there as smoothly as possible. For us, this means making sure that you and your future are the centre of our business every day.  

To protect the client-focused approach at the heart of Pyxis Financial Planning, we pledge to provide and demonstrate:

  • Consistency so that you always know what to expect
  • Clarity so that you are comfortable with your decisions
  • Confidence in your Financial Planner, limiting how many clients they work with to protect your relationship
  • Catastrophe-planning, regularly stress-testing the real-world implications of your financial plan
  • Collaboration, working closely with your other advisers (such as accountants and lawyers) to ensure that your planning is always holistic and seamless.


Pyxis Financial Planning Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Sinéad Costello - Financial Planner / Director

Later life

Insurance

Financial

Qualifications And Accreditations
  • Preview
    CII - Diploma in Regulated Financial Planning
  • Free Consultations

The recommendations below represent are customers views, not the views of Sunny Avenue.

CHARGES

Free Consultations

Advice methods

  • Face 2 Face
  • Telephone Appointments
  • Video Conferencing

Advice Type

  • Whole of MarketWhole of Market means this adviser can offer advice on products from a wide range of providers

CONTACT US

  • Leigh-on-Sea, Essex
  • N/A
  • sinead@pyxisfp.co.uk

WHAT OUR CLIENTS SAY

Languages we do business in

English

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