Aims Financial Ltd

Independent Financial Adviser  Suite 1, Ashford, Kent, TN24 8ET
First meeting at adviser's own cost
We believe in building relationships; knowing your aspirations enables us to deliver the quality service you deserve.
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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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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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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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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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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Capital gains tax
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Estate planning
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Taxation 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
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Dylan Tomkins DipPFS, Certs CII(MP&ER)
Director/IFA

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.

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

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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

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.

David Wing DipPFS, Cert CII(MP)
Director/IFA

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 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 UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

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

What our clients say
My pension and planning was non-existent. After a brief consultation, Dylan successfully navigated the intricacies of my current fiscal situation and soon a pension and an exit strategy were in place.
D Hoe, Folkestone
I met Dylan from AiMS Financial at a networking event. I was very impressed with his knowledge. Whilst going through our documents Dylan found an unclaimed insurance policy. A few short weeks later a five figure cheque was delivered! Thanks Dylan.
R Herbert, Ashford
Thank you so much for helping with our move last year, when we got here life was very hard so normal life was on hold, but we are now surfacing! Without your help, advice and expertise I'm not sure we could have achieved our move. We look forward to seeing you again in the New Year for our financial health check.
Peter, Ashford
I would personally thank you for the recent work that you have undertaken for us. Despite our frustrations at the some terms required by lenders, your patience and persistence enabled us to achieve our aim, at times causing you to work out of hours for which we are extremely grateful. I have no hesitation in recommending your company to any of my business clients.
Peter K, Folkestone
About us

AiMS Financial was established in 1996, during which time we have grown our customer base to over 2,300 individual clients and businesses. We offer a wide range of financial services; from Mortgages and Insurance, to Pension and Investment advice. Increasingly, we also provide specialist guidance to the increasing number of people who may be liable for Inheritance Tax.

We offer a free initial consultation to all potential new clients to enable us to establish a rapport and common ground.

We will require a fee for the completion of a mortgage application and on completion of a mortgage. Please refer to our client agreement.

So please phone us now on <phone number hidden> or use the contact form to arrange your free consultation.

Our services

AiMS is an innovative, independent practice of like-minded individuals that can help chart the best course through the plethora of financial products in the marketplace. Our aim is to find the most appropriate solution for your unique requirements and to take the pressure away from you, by ensuring the smooth running of your financial planning. Due to our independent status, we are able to deal with and advise on the products from most fund managers, insurance companies, pension or mortgage provider.

Where to find us
Head office address: Suite 1, Caxton House, Wellesley Road, Ashford, Kent, TN24 8ET
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    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 6th April 2020

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