Aimee Financial LTD

Independent Financial Adviser  OFFICE 5, Shotton, Durham, SR8 2QJ
First meeting at adviser's own cost
I am a professional Independent Financial Planner working with clients to help you; - Review your pensions and investments - Realise your retirement dream - Protect you and your loved ones. We provided tailored solutions whilst having an ethos where w
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Aimee Watson
AIMEE Watson
Financial Planner

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

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

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Where to find us
Head office address: OFFICE 5, Novus Business Centre, PETERLEE, SR8 2QJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
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 10th August 2020

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We strive to make your life easier; as such, all of our advice is tailored to suit each individual client.