16th October 2017

1st Chartered Financial Planning Limited

Independent Financial Adviser Charter House, 171a Wigan Road, Euxton, Chorley, Lancashire, PR7 6JH

We can advise you on

Mortgages
- Equity release
Investments
- Investment trusts
- ISAs
- OEICs
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Stockbroking services
- Stockbroking services
Tax & trust planning
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Sylvia Bentham Dip PFS AIFP

Managing Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

AFPC - Advanced Financial Planning Certificate (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.

ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (IFS)

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

G10 - Taxation and Trusts (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.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Where to find us

About us

1st Chartered are Accredited and Chartered Financial Planners, based in Euxton near Chorley, Lancashire on a mission to tell you the truth about money and how it affects you.

Our Director and Financial Planner Sylvia Bentham has over 23 years experience within the financial services industry, helping clients to implement full financial plans. Our approach to financial planning involves taking account of the bigger picture and explaining any complex issues in everyday language, not industry jargon.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Mortgages
- Equity release
Investments
- Investment trusts
- ISAs
- OEICs
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Stockbroking services
- Stockbroking services
Tax & trust planning
- Taxation planning

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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