Regulated Pension & Investment Advice
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About Us
AXG Advice is a regulated financial services firm. The team are comprised of industry professionals and talented financial practitioners, who have accumulated vast experience and skillsets with specialisations in pensions, research, analysis and portfolio allocation.
Private clients
At AXG Advice our ethos has always been to put the client first, and we pride ourselves on the service we provide. Furthermore, because we are FCA regulated, we do our utmost to ensure clients are treated fairly and our charges are disclosed up-front and explained.
Explore MoreYour adviser may charge a fee as either a flat advice fee or a percentage, typically
around 3%, of initial investment for his work and advice in connection with your specific financial circumstances.
This fee must be agreed in advance in writing between you and your adviser.
Note that for Defined Benefit pension transfers under £162,500k our fees
are generally 5% of the transfer value.
Fees may be deducted from initial monies or paid directly by you, or a combination thereof. You and your adviser may also agree to an ongoing service fee
(again to be confirmed in writing, in advance) charged monthly, quarterly, or annually, in arrears.
The Treating Customers Fairly (TCF) principle, outlined by the FCA and implemented in 2007,
aims to raise standards in the way firms carry out their business by introducing changes that will benefit
consumers and increase their confidence in the financial services industry.
We welcome any and all feedback as it allows us to see the business from another perspective and tailor our business in a manner that will benefit our customers.
If you are unhappy with our advice or any aspect of our services, we encourage you to
contact us as soon as possible. We’ll do our best to resolve your concerns.
Telephone: +44 (0)127 300 5495
Email: gary@axgadvice.com
In writing: AXG Advice, Mocatta House, Trafalgar Place, Brighton, BN1 4DU
We have a complaints procedure and we can provide further details on request. If you do have a complaint,
and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help.
The FOS settles disputes between financial services business and their clients.
Full details are available at http://www.financial-ombudsman.org.uk
Our Services
AXG can advise on every type of UK pension, reviewing any existing plans, and advising our clients how much money should be saved for their retirement
Defined Benefit & Safeguarded Benefits
Personal Pensions & SIPPs
Drawdown Plans & Annuities
Small Self-Administered Schemes (SSASs)
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AXG pride ourselves on being able to offer an investment proposition specific to your own goals and objectives, suitable to your Attitude to Risk (for which we use industry leading psychometric risk profiling).
General Investment Accounts
Unit Trusts & Investment Trusts
Investment Bonds & Investment ISAs
Investment Portfolios (Model & Custom)
Cash Management
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Whether you are looking for Life Insurance, Term Life Insurance, lifetime or fixed-term Annuities, or General Insurance, AXG Advice can provide you with appropriate advice and/or arrange your insurance or annuity contract with the leading insurers in the UK.
Life insurance
Annuities
General insurance
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Whether you are looking to buy a home using a new mortgage, or in need of mortgage advice on an existing mortgage, we can offer you tailored advice on various aspects and tell you what may be possible.
Advising on mortgages
Arranging mortgages
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Management
Gary Day has been working in Financial Services since he left the British Army in 1990. During his career Gary has advised clients in various locations around the world in the Far East, Middle East, Europe and the UK. Gary is an Independent Financial Advisor regulated by the Financial Conduct Authority and is also a Regulated Pension Specialist. As a Regulated Advisor he is authorised to provide advice on a wide range of financial matters, Pension Schemes, and pension sharing in divorce cases. He is a member of The London Institute of Banking & Finance.
An Economics graduate and financial markets professional with 15 years experience in trading global equity and fixed income markets.
Specialising in macro economic fundamentals and technical analysis Gabor manages bespoke and model portfolios for HNW and institutional clients.
He has held senior trading positions in London and Zurich.
A holder of the Private Client Investment Advice and Management Certificate allows him to managed clients portfolios within an advisory or discretionary capacity across any asset class and is a member of the Chartered Institute for Securities and Investment.
Team
Adrian is both a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Adrian advises personal and corporate clients on general financial planning issues, and has over 25 years experience dealing with pensions and investments. Adrian currently specialises in advising personal clients on retirement and wealth planning, both onshore and offshore, in particular deferred benefits in final salary schemes.
Liam has given financial advice for 27 years, working for large banks as well as combined financial and accountancy practices. In 2002, he qualified as a pension transfer specialist and initially advised clients in the investment banking industry, but now enjoys working exclusively with private clients – people from all walks of life and a variety of careers. The most rewarding aspects of his job are meeting and getting to know our clients, understanding what they want from their pensions and, in turn, helping them to understand if, and how, those goals might be achieved.
Stephen is a Fellow of the Chartered Institute of Securities and Investment (CISI) and has a wealth of experience both as an investment manager and a financial adviser.
Stephen previously worked in a chartered accountancy practice for 10 years before moving into financial services and has extensive knowledge of personal and corporate tax law. Stephen provides financial planning and investment advice to a variety of clients as an Independent Financial Adviser.
Model Portfolios
Newsletters
Mocatta House
Trafalgar Square
Brighton BN1 4DU
+44 (0)127 300 5495
info@axgadvice.com
AXG Advice Limited is authorised and regulated by the Financial Conduct Authority with firm number 450813. Registered Office: Mocatta House, Trafalgar Place, Brighton BN1 4DU. Registered in England & Wales with Company No. 05677304.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service visit financial-ombudsman.org.uk