Aaron Tawny Ltd

Independent Financial Adviser  28 Newton Lane, Wigston, Leicestershire, LE18 3SE
First meeting at adviser's own cost
We pride ourselves on delivering our Financial Advice in an uncomplicated jargon-free manner.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 20th January 2020
Meet our advisers
Andy Beresford
Financial Adviser

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

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.

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.

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

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of protection, savings and investment products.

Accreditations
Certified Financial Planner
What our clients say
'I don't think the service could be improved, I have been really pleased with the level of help and understanding of my situation. You have given me confidence to improve my financial situation - thank you'
Miss D, Northampton
'Andy made the whole experience stress free and simple to understand. A job very well done! Many thanks'
Mr M, Wigston
'I always feel very confident when Andrew is looking after me.'
Mrs K, Leicester
'We did it!!!!!'
Mr & Mrs S, Kettering
'We have always thought that this process would have been drawn out and involved. Thanks to Andy it was very simple'
Mr & Mrs B, Broughton Astley
'We thought Andy was a great adviser, he was friendly, professional and made us feel at ease. We wouldn't hesitate to recommend him and we look forward to working with him in the future.'
Mr & Mrs N, Leicestershire
About 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'.

Where to find us

28 Newton Lane, Leicestershire, Wigston, LE18 3SE

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 20th January 2020

Similar advisers near you

Independent Financial Adviser 1.24 mi
Independent advice tailored to your situation. Call us today to arrange a free consultation.
 
Independent Financial Adviser 1.29 mi
 
 
Restricted - whole of market 2.09 mi
Helping families create & protect multi-generational wealth through lifestyle financial planning
 
Independent Financial Adviser 2.12 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.