Response rating

7.0/10

14th August 2017

Advisory Services

Independent Financial Adviser Office 5 The Grange, 37 Alcester Rod, Studley, Warwickshire, B80 7LL

First meeting at adviser's own cost

We offer a personal financial service at our office, or at your home or business

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
Long term care
- Long term care

Meet our advisers

Trevor Paginton ACII,DipPFS

Partner

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

K10 - Retirement Options (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

CF7 - Certificate in Lifetime Mortgages Activities (CII)

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.

HR1 - Home Reversion Plans (CII)

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

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.

ACII - Associateship Examination (CII)

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.

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.

Where to find us

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

Compliance

Advisory Services are Authorised and Regulated by the Financial Conduct Authority (Reg. No.121086)

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Website

Compliance

Advisory Services are Authorised and Regulated by the Financial Conduct Authority (Reg. No.121086)

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