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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 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
'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
'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 did it!!!!!'
Mr & Mrs S, Kettering
'I always feel very confident when Andrew is looking after me.'
Mrs K, Leicester
'Andy made the whole experience stress free and simple to understand. A job very well done! Many thanks'
Mr M, Wigston
'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
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
Head office address: 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
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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