About Aitana Financial Services
FCA-regulated financial advisers across the UK since 1993.
Aitana Financial Services has helped UK households and business owners make confident financial decisions for over 33 years. Today we're a single FCA-regulated firm with advisers covering the whole of the United Kingdom.
- Founded
- 1993
- Years Advising
- 33+
- FCA Firm Ref
- 215234
- Coverage
- UK-wide
Who we are
One firm. Nationwide advisers. Three decades of experience.
Aitana Financial Services began in 1993. Over the years we've built a wealth of experience advising personal and commercial clients across the United Kingdom — first-time buyers, growing families, business owners, and people approaching and in retirement.
We're committed to providing every client with the highest quality of advice and service. Our advisers take the time to understand your circumstances and goals, then build a tailored financial plan to help you reach them. It's the same firm standard, whether you're sitting down with us in Kent, Glasgow, Lisburn or Cornwall.
What we offer
A full range of financial advice, joined up.
Mortgages, protection, wealth and pensions under one firm — with tax-efficient planning and estate planning woven through every recommendation.
Mortgages
Advice for buyers, movers and landlords, with access to a broad panel of lenders.
Explore mortgagesProtection
Life, critical illness and income protection without paying for cover you don't need.
Explore protectionWealth
Investing, ISAs and long-term planning for the next generation.
Explore wealthPensions
Retirement planning, consolidation, transfers and drawdown.
Explore pensionsTax-efficient financial planning
Use ISAs, pensions and allowances to keep more of what you earn.
Explore tax-efficient financial planningEstate planning
Wills, trusts and inheritance tax planning, joined up with the rest of your plan.
Explore estate planningYOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
The value of pensions & investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Will writing, Trusts and most Buy to Let mortgages are not regulated by the Financial Conduct Authority.
How we're regulated
Authorised, regulated and accountable.
Aitana Financial Services is a trading name of Kevin Paul Manktelow, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited. Openwork Limited is authorised and regulated by the Financial Conduct Authority under firm reference 215234. As appointed representatives, our advice, processes and complaints handling are all held to the FCA's standards — designed to protect you as a client.
We are also a member of the Personal Finance Society (PFS), the professional body for UK financial advisers. PFS membership reflects our commitment to the standards of conduct and ongoing professional development the profession expects.
- Part of The Openwork Partnership
- FCA firm reference 215234
- Member of the Personal Finance Society
- Access to a broad panel of mortgage lenders
Why clients choose Aitana Financial Services
Considered thinking. Joined-up planning. Long-term relationships.
Expert advice
Mortgages, protection, wealth and pensions under one firm — with access to a broad panel of lenders and providers, so the recommendation fits your circumstances.
Personal service
Every plan starts with a conversation. We get to know your goals, family and timeline before we put a recommendation in writing.
Continuing support
Reviews, updates and adjustments as your circumstances change — because a financial plan is only useful while it still fits.
Ready to talk to an adviser?
No-obligation consultation with one of our FCA-regulated advisers.