Antonine Investment Managers

Independent Financial Adviser  Suite 3B, Grangemouth, FK3 8WH
First meeting at adviser's own cost
Our approach is to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving them the financial freedom to eventually work through choice and not necessity.
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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SIPPs
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Stakeholder
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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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OEICs
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Offshore investments
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Socially responsible investments
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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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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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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
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Craig Gillon APFS
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
MR Greig Kilpatrick APFS
Associate Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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.

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

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

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

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.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Accreditations
Chartered Financial Planner
About us

Antonine Investment Managers is a firm of independent financial advisers which offers services to both individual and corporate clients.

All the financial advisers in the firm hold the Chartered Financial Planner qualification and the firm has also been awarded the title of 'Chartered Financial Planner' via the Chartered Insurance Institute.

This status allows us to demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice. As a Chartered firm, we ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also work in an ethical manner that places our clients' interests at the heart of the advice we give.

Our services

We create clear and coherent plans to enable clients to meet their goals and aspirations. This is achieved by creating long-term plan across the investment, retirement and protection spectrum being mindful at all times to consider tax efficiency in our planning.
We have found that clients have little knowledge on what their financial future will look like in reality. We aim to bring this to life with a clear and concise plan which is reviewed regularly with them. This process has worked well with clients over many years and has helped us to create enduring relationships which we value greatly.

Where to find us
Head office address: Suite 3B, The Hub, Benacross Road, Grangemouth, FK3 8WH
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021

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