Advisory Services

Independent Advisory Services, The Grange, 37 Alcester Road, Warwickshire, Studley, B80 7LL

First meeting at adviser's own cost

Response rating

7.0 /10

14th October 2019

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

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- ISAs
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Estate planning
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Trevor Paginton ACII,DipPFS

Partner

Qualifications & Accreditations Hide qualifications

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.

G60 - Pensions (CII)

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

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.

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.

R04 - Pensions and Retirement Planning (CII)

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

K10 - Retirement Options (CII)

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

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.

Where to find us

Advisory Services, The Grange, 37 Alcester Road, Warwickshire, Studley, B80 7LL

Make an enquiry

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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- ISAs
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Estate planning
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

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Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Website

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Contact options

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a call back Show number Recommend to a friend

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