Alex De Silva & Co

Independent Financial Adviser 158 Buckingham Palace Road, Belgravia, London, SW1W 9TR

First meeting at adviser's own cost

Response rating

7.0 /10

9th December 2019

Independent Financial Advisors & Mortgage Brokers with offices in Belgravia (a three minute walk from Victoria tube) and Kingswood, Surrey.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Bad credit
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk

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Meet our advisers

Jonathan Teidy CeMAP CeRER

Mortgage Advisor

Qualifications & Accreditations Hide qualifications

R05 - Financial Protection (CII)

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

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

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.

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.

Philip Lord BA (Hons) MBA DipPFS BA (Hons) MBA DipPFS

Independent Financial Advisor

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.

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.

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.

Where to find us

158 Buckingham Palace Road, Belgravia, London, SW1W 9TR

Make an enquiry

About us

Alex De Silva & Co are established financial planners with decades of collective experience. We offer a no obligation consultation to ascertain your financial goals, in order to help you realise these aims now and in the future.

You can be assured of a professional & friendly service at all times.

Your home may be repossessed if you do no keep up repayments on your mortgage.

Our services

Alex De Silva & Co are independent financial advisors & mortgage brokers who excel in all areas of financial planning.

We are especially good at arranging mortgages for the self employed and those who have multiple property portfolios.

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 & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Bad credit
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk

Advice methods

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

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

Contact options

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

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