25th September 2017

All Counties Financial Limited

Independent Financial Adviser 12 Wootton Drive, Staffordshire, Stafford, ST16 1PU

We pride ourselves in maintaining our clients through first class advice and excellent service proposition.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Critical illness
- Life insurance
Business
- Corporate pension
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Mortgages
- Buy to let
- Equity release
- First time buyers
- Remortgage
- Residential
- Right to buy
- Self employed

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Ian Gwinnell DipFA, CeMAP, MIFS, MIPW

Independent Financial Advisor

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

DipFA - Diploma for Financial Advisers (IFS)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Sara Gwinnell

Director and Office Administrator

Where to find us

About us

We are committed to providing the highest standard of financial advice and service possible. The interest of our clients is paramount to us and to achieve this we have designed our systems and procedures to place you at the heart of our business.
We will:
• communicate clearly, promptly;
• Seek your views and perception of our dealings with you to ensure it meets your expectations or to identify any improvements.
Our aim is to help clients plan for a secure financial future. We offer unbiased and independent advice. We believe in building long term relationships to provide a personal friendly service.

Our services

It is our aim to provide you with impartial, bespoke financial solutions, based upon a thorough understanding of your needs and objectives.

We passionately believe that by being committed to helping you make informed decisions about your financial circumstances, we can deliver peace of mind together with the greatest chance of achieving your personal goals.

Our experience shows us that initial plans can often become outdated, we therefore offer a comprehensive ongoing review service designed to deliver real ongoing value for our clients.

Compliance

About Us

We believe that great financial advice is central to building a more certain financial future for our clients. As qualified financial advisers, we have access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure as a result of working with us. We specialise in investments and retirement planning whether it is accumulating funds, making the transition from work to retirement or mitigating against Inheritance tax. We are here to help.

Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put our client’s best interests at the heart of the business.

We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive on-going review service designed to create real value for our clients.

Our services

All Counties Financial is able to act on your behalf in advising you on investments and non-investment insurance contracts. We offer products and services as follows:

• Investments & Retirement Planning - we offer an Independent advice service. We will recommend investments based on a comprehensive and fair analysis of the market. We will place no restrictions on the Investment Markets we will consider before providing investment recommendations, unless you instruct us otherwise. We will however only make a recommendation when we know it is suitable for you.
If you decide to go ahead, we will:

• Gather and analyse personal and financial information about you and your goals and aspirations;
• Recommend in a report and discuss any action we think you should take and, with your agreement.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Critical illness
- Life insurance
Business
- Corporate pension
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Mortgages
- Buy to let
- Equity release
- First time buyers
- Remortgage
- Residential
- Right to buy
- Self employed

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£20,000

Minimum mortgage value

£125,000

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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