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Darnells Wealth Management Ltd
Independent Financial Adviser

Darnells Wealth Management Ltd

Quay House
Quay Road
Newton Abbot
Devon
TQ12 2BU

01626 358 500

What we do really well

Advice areas

Mortgages

  • Buy to let
  • First time buyers
  • Flexible
  • High loan to value
  • Remortgage
  • Residential
  • Self employed

Investments

  • ISAs
  • OEICs
  • Unit trusts

Pensions

Savings

Stockbroking services

  • Stockbroking services

Tax & trust planning

  • Taxation planning

Our advisers

Mark John Pile

Mark John Pile
Financial Planning Consu

Qualifications

  • This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
    G60 - Pensions (CII)
  • In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
    AFPC - Advanced Financial Planning Certificate (CII)
  • To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
    Dip PFS - Personal Finance Society Diploma (PFS)
  • This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
    MAQ - Mortgage Advice Qualification (CII)
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Coryse Anne Sullivan

Coryse Anne Sullivan
Paraplanner

Qualifications

  • This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
    G60 - Pensions (CII)
  • In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
    AFPC - Advanced Financial Planning Certificate (CII)
  • Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
    FCII - Fellow Membership (CII)
  • To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
    Dip PFS - Personal Finance Society Diploma (PFS)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
    CeMAP - Certificate in Mortgage Advice and Practice (IFS)
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Michael Roy Croston

Michael Roy Croston
Senior Financial Plannin

Qualifications

  • This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
    G60 - Pensions (CII)
  • This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
    G80 - Long-Term Care, Life and Health Protection (CII)
  • This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
    G20 - Personal Investment Planning (CII)
  • In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
    AFPC - Advanced Financial Planning Certificate (CII)
  • This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
    G10 - Taxation and Trusts (CII)
More

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