16th October 2017

Ace Financial Advisers Limited

Independent Financial Adviser 2 Mill House, Carre Street, Sleaford, Lincolnshire, NG34 7TW

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Remortgage
- Residential
- Self employed
- Sub prime
Investments
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Stakeholder
Savings
- Savings for children
Tax & trust planning
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Chris Price

Qualifications & Accreditations Hide qualifications

J01 - Personal Tax (CII)

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.

J02 - Trusts (CII)

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.

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.

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.

AF1 - Personal Tax and Trust Planning (CII)

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

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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.

Greville Price

Qualifications & Accreditations Hide qualifications

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.

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.

Where to find us

About us

Ace is a small family business with well-qualified and very experienced advisers providing high quality advice. Whether you need a single piece of advice or would like a full financial review and on-going support we can help.
Any charges are agreed at the outset and are completely transparent.
Contact our office in the centre of Sleaford on for an initial no-obligation consultation at no charge.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Remortgage
- Residential
- Self employed
- Sub prime
Investments
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Stakeholder
Savings
- Savings for children
Tax & trust planning
- Taxation planning

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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