Alliott Graham Brown Financial Planning Limited

Independent Financial Adviser Friary Court, 13-21 High Street, Guildford, Surrey, GU1 3DL

Response rating

10/10

3rd December 2018

We recognise that every client’s circumstances are unique and our financial plans are tailored to meet the individual’s specific requirements.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Nick Kacigeras APFS CFP

Certified Financial Planner

Qualifications & Accreditations Hide qualifications

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

G80 - Long-Term Care, Life and Health Protection (CII)

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

Accreditations

Peter David ACII DipPFS

Managing Director

Qualifications & Accreditations Hide qualifications

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

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.

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.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

What our clients say

I am a solicitor and have known Peter for many years. I act for vulnerable clients and will only introduce them to a financial adviser if I know they will be carefully looked after and offer the same high standards of service that I would provide myself. Peter not only does this but he is able to explain complicated issues in a way that everyone can understand and with infinite patience ensuring that the client feels comfortable with his sound advice.

Mrs M, Reading

We were very happy with your advice on our financial matters and thank you for the way you handled our business.

Mr & Mrs P, Godalming

A big thank you to you and your team for looking after us so well. Your team took all the pressure off us, handling everything and guiding us through the process.

KL, Guildford

Where to find us

Friary Court, 13-21 High Street, Guildford, Surrey, GU1 3DL

About us

Alliott Graham Brown is the financial planning arm of Alliotts Chartered Accountants and Business Advisors. Operating from offices in Guildford and Central London, we offer impartial advice on all aspects of financial planning.

Key areas are planning for retirement and, in association with our colleagues at Alliotts, Inheritance Tax mitigation. Both are particularly complex areas, where our expert advice and specialist knowledge will be invaluable.

With our cashflow forecasting software, we can help our clients to understand whether their current arrangements will allow them to meet their aspirations for the future and what changes might need to be made to achieve this. We can then provide on-going advice to help our clients achieve their goals.

To find out what to expect from your first meeting please visit our website.

Our services

We will always take time to ensure we understand exactly what you are looking to achieve, so that we can provide practical and effective financial planning solutions. Our aim is to offer flexible arrangements that will meet your needs both now and in the future.

Compliance

Both our advisers hold the G60 "pension transfer specialist" qualification. Independent Financial Advisors authorised and regulated by the Financial Conduct Authority No. 463613.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
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)

£100,000

Minimum pension value

£100,000

Compliance

Both our advisers hold the G60 "pension transfer specialist" qualification. Independent Financial Advisors authorised and regulated by the Financial Conduct Authority No. 463613.

Contact options

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