Aaron Tawny Ltd

Independent 28 Newton Lane, Leicestershire, Wigston, LE18 3SE

First meeting at adviser's own cost

Response rating

7.0 /10

21st October 2019

We pride ourselves on delivering our Financial Advice in an uncomplicated jargon-free manner.

We can advise you on

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
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Group pensions
- Group protection

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Meet our advisers

Andy Beresford

Financial Adviser

Qualifications & Accreditations Hide qualifications

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

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

Where to find us

28 Newton Lane, Leicestershire, Wigston, LE18 3SE

Make an enquiry

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'.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

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
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

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Contact options

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