Aaron Tawny Ltd
11th November 2019
We pride ourselves on delivering our financial advice in an uncomplicated, easy to understand, jargon-free manner.
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
-
Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Business
- Commercial mortgages
- Group pensions
- Group protection
-
Long Term Care
- Long term care
Meet our advisers
Brian Juffkins
Financial Adviser
Qualifications & Accreditations
CeRER - Certificate in Regulated Equity Release (LIBF)
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Accreditations
Andy Beresford
Financial Adviser
Qualifications & Accreditations
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF5 - Integrated financial planning (CII)
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
Accreditations
George Norrie
Financial Adviser
Qualifications & Accreditations
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF5 - Integrated financial planning (CII)
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
Accreditations
Neil Etheridge
Director
Qualifications & Accreditations
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
HR1 - Home Reversion Plans (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.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF5 - Integrated financial planning (CII)
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
Accreditations
Where to find us
6 Market Place, Kettering, Northants, NN16 0AL
Make an enquiryAbout us
Aaron Tawny is a Local firm of suitably qualified Independent Financial Advisers who offer unbiased, honest, independent financial advice to both individuals and corporate clients.
Aaron Tawny was established in 2000 and currently has 4 advisers Neil Etheridge, Andy Beresford, George Norrie and Brian Juffkins. Administration is provided by Tanya Owen, Clare Maddison, Gail Cowper and Tracey Clutton who are always ready to deal with any query you may have. We pride ourselves in working as a team
Our services
We realise that every situation is different and every individual is unique. We have therefore developed a range of services which can be tailored to meet your specific needs, no matter how complex.
We work in partnership with you and look to develop an excellent working relationship that will evolve over time.
We offer financial guidance in a clear, simple to understand way, so you feel in control of your future.
We are quite simply - 'big enough to cope and small enough to care'.
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