Able Advice

Restricted - Whole of Market  Telephone Based Financial Advice, Ingleby barwick, North yorkshire, TS17 0QT
First meeting at adviser's own cost
Quality financial advice in a straightforward, affordable and accessible way.
We can advise you on
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Annuity purchase
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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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Wealth management
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EEA
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Rest of world
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Richard Nash
Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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 the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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 examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

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.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions

Accreditations
Chartered Financial Planner
About us

We aim to provide high quality advice, at a discounted cost and in a flexible manner (e.g. over the phone and at unsociable hours, if necessary).

By offering a non 'face-to-face' service we are able to significantly reduce our overheads and this is reflected in our pricing.

We can give advice by telephone, email or video calling.

Our services

• Pensions

• Retirement Planning

• Investments

• Estate Planning

• Protection

Where to find us
Head office address: Telephone Based Financial Advice, 6 Selworthy Green, Ingleby Barwick, Stockton-on-Tees, TS17 0QT
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020

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