Advisory Services

Independent Financial Adviser  Advisory Services, Studley, Warwickshire, B80 7LL
First meeting at adviser's own cost
We usually offer a personal financial service at our office, or at your home or business but this is temporarily suspended. We are able to deal with enquiries via telephone or "E" Mail whilst the current Pandemic exists
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Trevor Paginton ACII,DipPFS
Partner

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.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

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

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

About us

Advisory Services is a long established partnership and has been offering detailed personal financial planning for over 30 years.

We specialise in Mortgages, Pensions and Retirement Options, collective Investments, and Life Assurance.
We also advise many small to medium sized businesses.

As a new client, we would start with a careful review of your current financial position, discussing your goals and ambitions, and our aim is to help you achieve these.

Please call Trevor Paginton who will be pleased to discuss your requirements further.

Our services

Mortgages,Remortgages and Buy to Lets.
Retirement Planning, Annuities and Open Market Options.
Retirement Planning Income Drawdown
Collective Investments, ISA`s and personal finance.
Portfolio Building and cregular client reviews.
Will Writing

Where to find us
Head office address: Advisory Services, The Grange, 37 Alcester Road, Warwickshire, Studley, B80 7LL
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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