Response rating

7.0/10

26th June 2017

Adcock Financial

Independent Financial Adviser 2 Sheen Road, Richmond, Surrey, TW9 1AE

First meeting at adviser's own cost

We provide high quality financial plannning to business owners, executives and people close to retirement in Richmond and London.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Paul Smeeton

Financial Planner

Qualifications & Accreditations Hide qualifications

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

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

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.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

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.

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.

Diploma In Financial Planning (CII)

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

Peter Adcock

Founder, Director and Senior Financial Planner

Qualifications & Accreditations Hide qualifications

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.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

H15 - Supervision and Sales (CII)

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G70 - Investment Portfolio Management (CII)

This qualification assessed a knowledge and understanding of portfolio investment management.

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.

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.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Accreditations

Where to find us

About us

Adcock Financial has built a reputation over the past 25 years for delivering high quality financial planning.

We work with three groups of clients; business owners, senior executives and people close to retirement. This focus means we know the financial problems, and challenges, that you face intimately; whilst our knowledge and experience mean we have the answers.

Our advisers are highly qualified, well above the level required to give financial advice. Peter Adcock, our founder, is both a Chartered and Certified Financial Planner. A rare combination indeed, which undoubtedly adds value to his clients.

You can read some of our client’s stories, here: http://www.adcockfinancial.co.uk/case-studies/

Why do our clients put their trust in us?

We are specialists; we know what we are good at, and stick to it

We are independent; which means we have no third parties influencing our advice

We are here for the long-term; formed 25 years ago, our clients benefit from our adviser’s knowledge and experience

Our services

These questions are never easy to answer, but we would humbly suggest the following three things:

1. We listen; the more we understand your financial problems, the better we can solve them

2. We care; we want to build long lasting relationships, the only way to do that is to truly care

3. We invest; in ourselves and our own education, to ensure we can give you the best possible advice

Our clients say it best though, you can find some of their kind words here:

http://www.adcockfinancial.co.uk/testimonials/

Compliance

Adcock Financial Limited is authorised and regulated by the Financial Conduct Authority.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Website

Compliance

Adcock Financial Limited is authorised and regulated by the Financial Conduct Authority.

Contact options

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