Active Insurance Services
13th August 2018
We are fully Independent Financial Advisers and General Insurance advisers
We can advise you on
-
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Financial planning
- Wealth management
-
Tax & trust planning
- Estate planning
-
Long term care
- Long term care
Meet our advisers
Vincent Riley DipPFS
I F A
Qualifications & Accreditations
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.
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.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice (IFS)
This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
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.
What our clients say
would definitely recommend this company
I cant thank you enough for helping me put my finances in order.
Very helpful and i would recommend them to anyone.
Very professional but most of all very helpful and explained things in away i could understand i would highly recommend
Where to find us
About us
We are Independent Financial Advisers and we offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.
Our services
We pride ourselves on offering a personal service to each and everyone of our customers.
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