Abacus Wealth Planning Ltd
9th December 2019
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- SIPPs
- Stakeholder
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Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Self-employed mortgages
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Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
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Business
- Commercial mortgages
- Corporate pension
- Group life insurance
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Long Term Care
- Long term care
Meet our advisers
Bill Kirton CERT PFS, CEMAP
Mortgage and Protection Adviser
Qualifications & Accreditations
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.
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Adrian Pope DipPFS
Director
Qualifications & Accreditations
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.
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.
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.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
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.
J06 - Investment Principles, Markets and Environment (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
Where to find us
Adelaide House, 12 King Edward Road, Brentwood, Essex, CM14 4HL
Make an enquiryAbout us
Offering high quality independent financial advice since 1986, our two advisers have over 40 years combined experience in the financial services industry. Customer service has always been our main priority, and we pride ourselves on the professional, impartial and friendly advice given. We offer advice on a wide range of financial planning services, and after many years in Upminster, we relocated to Brentwood in 2013.
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