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The Safe Insurance Agency Ltd
Independent Financial Adviser

The Safe Insurance Agency Ltd

96 Bridle Road
Maidenhead
SL6 7RT

01628 670630

We specialise in pensions and investments; we give regular reviews; we take pride in knowing and understanding our clients.

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What we do really well

We give clients peace of mind over financial planning, and make pension/retirement planning and investing straightforward. We also offer very good, specialist advice in areas of equity release, long term care, tax and trusts, and inheritance tax planning. We help clients stay in control, we save them time, and we have genuine long term relationships with our clients.

Advice areas

Mortgages

  • Buy to let
  • Commercial for individuals
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Home reversion
  • Overseas
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
  • Sub prime

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Traded endowment policies
  • Unit trusts

Protection

  • Accident & sickness
  • Critical illness
  • Healthcare
  • Income protection insurance
  • Life insurance
  • Long term care
  • Payment protection insurance

Pensions

  • Annuity purchase
  • Auto enrolment
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder

Savings

  • Lump sum
  • National savings
  • Regular savings
  • Savings for children
  • School fees planning

Tax & trust planning

  • Capital gains tax
  • Estate planning
  • Income tax
  • Taxation planning

Business

  • Commercial mortgages
  • Corporate pension
  • Group critical illness
  • Group income protection
  • Group life insurance
  • Group pensions
  • Group private medical insurance
  • Group protection
  • Group risk

Expatriate finances

  • EEA

Insurance

  • Buildings and contents
  • Home and leisure
  • Large business
  • Small business

Our advisers

John Ashworth Statements of Professional Standing

John Ashworth
Director

Qualifications

  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
    CF8 - Certificate in Long-Term Care Insurance (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 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.
    CF6 - Certificate in Mortgage Advice (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
    CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
    HR1 - Home Reversion Plans (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)
  • 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)
  • 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)
  • This examination assesses a knowledge and understanding of investment products and the risks involved.
    CF2 - Investment and Risk (CII)

Awards

I am an accredited Member of the Society of Later Life Advisers. This will reassure any client who wishes to receive advice on retirement and later life areas - including care fees planning and equity release.

More

The Safe Insurance Agency Ltd. is authorised and regulated by the Financial Services Authority. FSA Firm Number: 224139
Registered in England and Wales Company No. 03579945.
Registered Office:
96 Bridle Road, Maidenhead, Berkshire Telephone : 01628 670630

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

THE FINANCIAL SERVICES AUTHORITY DOES NOT REGULATE TAXATION ADVICE AND SOME FORMS OF MORTGAGES

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

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