Aims Financial Ltd

Independent Financial Adviser Suite 1, Caxton House, Wellesley Road, Ashford, Kent, TN24 8ET

First meeting at adviser's own cost

Response rating

9.3 /10

9th December 2019

We believe in building relationships; knowing your aspirations enables us to deliver the quality service you deserve.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- SIPPs
- Stakeholder
Mortgages
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

Make an enquiry Request a call back 01233 526902 Recommend to a friend

Meet our advisers

Dylan Tomkins DipPFS, Certs CII(MP&ER)

Director/IFA

Qualifications & Accreditations Hide qualifications

CF9 - Pensions Simplification (CII)

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.

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.

J05 - Pension Income Options (CII)

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

J04 - Pension Funding Options (CII)

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.

J01 - Personal Tax (CII)

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

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

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

R03 - Personal Taxation (CII)

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.

R06 - Financial Planning Practice (CII)

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

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

R01 - Financial Services, Regulation and Ethics (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

Where to find us

Suite 1, Caxton House, Wellesley Road, Ashford, Kent, TN24 8ET

Make an enquiry

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.

Make an enquiry Request a call back 01233 526902 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- SIPPs
- Stakeholder
Mortgages
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

Advice methods

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

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Make an enquiry Request a call back 01233 526902 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01233 526902 Recommend to a friend

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