Amber Wealth Creation Ltd

Independent Financial Adviser  Amber Wealth Creation, Prosperity House, Hanborough, Oxfordshire, OX29 8LH
First meeting at adviser's own cost
Speak to a Chartered Financial Planner for Specialist Pension Transfer, Investment and Tax Advice.
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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Pensions transfer
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SIPPs
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Stakeholder
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Building your 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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Wealth management
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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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National savings
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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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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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 20th January 2020
Meet our advisers
David Rees FPFS (Fellow & Chartered)
Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
John Fissenden CERTPFS
Director
About us

Amber Wealth's vision is to create a personal ongoing planning service for individuals and companies alike, to enable growth, prosperity and guidance tailored to their needs.

What we do is simple. Amber helps you plan your way forward and choose the best steps to take to protect and grow your investments. Be it Pensions, Mortgages, Protection or Tax – we can help provide specialist advice to suit your needs. We explore the whole of the market and provide clear understandable advice.

Amber is also involved with Corporate/Business Planning, helping you plan your way forward and choose the best steps to take to protect and grow your company. Not only does the planning process help businesses to succeed, it helps businesses to determine when new directions and changes are needed.

In addition, Amber's Accountancy practice helps small family businesses, larger corporate entity and those just starting out as a sole trader – our proactive approach to accounting and tax affairs can enable your business to thrive.

Our services

Formed 18 years ago by Managing Director John Fissenden, Amber Wealth has prospered throughout this time, an endorsement of the professional and transparent service provided which leads to long-term relationships.

Our team of highly qualified professional advisers and accountants are passionate about how we help clients. Our experiences have given us a personal insight into our client’s goals in life, and we always aim to bring more to our client relationships than purely the financial benefits of planning.

Where to find us

Amber Wealth Creation, Prosperity House, Hanborough Business Park, Long Hanborough, Oxfordshire, Witney, OX29 8LH

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th January 2020

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