We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Bad credit
- Buy to let
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Employee benefits
- Group pensions
- Group protection
Meet our advisers
Paul Richardson DipFA
IFA
Qualifications & Accreditations
Hide qualifications
AwPETR - Award in Pension Transfers
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
DipFA - Diploma for Financial Advisers (LIBF)
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
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.
Malcolm Butler DipFa
IFA
Qualifications & Accreditations
Hide qualifications
AwPETR - Award in Pension Transfers
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
DipFA - Diploma for Financial Advisers (LIBF)
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
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.
Alan Dennett
Independent Financial Adviser
Qualifications & Accreditations
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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.
DipFA - Diploma for Financial Advisers (LIBF)
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
Keith Wilkinson DipFa
IFA
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.
DipFA - Diploma for Financial Advisers (LIBF)
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
Stephen Anderson DipFa
IFA
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.
DipFA - Diploma for Financial Advisers (LIBF)
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
About us
Amethyst IFA's are a leading provider of Independent Financial Advice in the North East.
We were established in 2001, which means we provide our customers with long-term continuity and stability both now and in the future.
As qualified Pension Transfer Specialists we are authorised to advise on Defined Benefit/Final Salary pensions in addition to Personal Pensions.
We offer Retirement Planning Solutions for clients close to or at the point of retirement.
Whether you require Capital Growth, Income or a combination of both. Amethyst have been successfully investing monies for our clients for many years. Through a combination of tax-efficient investment and careful risk management we can advise and recommend the correct strategy for you.
Our services
We are pension planning and investment specialists able to offer advice in all types of retirement planning including Final Salary reviews and transfers, Personal Pension switches and at Retirement options.
We advise clients on investing for Growth or Income.
We personally manage the advice process from start to finish, we are friendly, easy to talk with and have an established straightforward process in place giving you confidence in your financial plans for your future.
We can travel to your home, place of work or you can meet us at our offices.
Clients refer and recommendation us on a regular basis.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
We have a robust compliance process. As well as internal "sense checking" of advice we used recognised external Compliance consultants to ensure our advice process is compliant and comprehensible to our customers.
