14th August 2017

A Finance Ltd

Independent Financial Adviser Penzmead, Station Road, Milverton, Taunton, Somerset, TA4 1LD

Specialising in getting the highest income available from your pensions at retirement and managing investments efficiently before or after retirement.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pensions & retirement planning
- Pensions review
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Long term care
- Long term care

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

Meet our advisers

Trevor Phelps DipPFS, Cert CII(MP)

Director

Qualifications & Accreditations Hide qualifications

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

CF6 - Certificate in Mortgage Advice (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.

CF7 - Certificate in Lifetime Mortgages Activities (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.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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.

MAQ - Mortgage Advice Qualification (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.

Where to find us

About us

Providing advice for “at retirement” and “post retirement” clients it's clear that problems do not end if you've a nest egg invested or to invest.

Sadly for some clients problems start with the loss of spouse or partner in later life.

For us a client's lack of in-depth knowledge about finance is not a problem, they just have to know what they want and we will help them to achieve it.

We specialise in helping people to achieve the highest income available from their pensions at retirement and people who need to efficiently manage their investments before or after retirement.

Our services

@ “Face to Face” advice in your home for a more personal service or at our offices if you prefer.... @ On ongoing annual reviews to make sure your investments continue to be suitable.... @ “At retirement” advice to get the best income from your pension or investments.... @ ISA management, specialising in ISAs held on platforms such as AXA Elevate, Cofunds and Fidelity.... @ Long term care planning

Compliance

Qualified to give long term care advice and able to help with Auto Enrolment.

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

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pensions & retirement planning
- Pensions review
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Long term care
- Long term care

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Qualified to give long term care advice and able to help with Auto Enrolment.

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

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