18th September 2017

Antonine Investment Managers

Independent Financial Adviser Suite 3B, The Hub, Benacross Road, Grangemouth, FK3 8WH

At Antonine Investment Managers our approach is to cut through complexity and offer you clear guidance to achieve your goals.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
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
Long term care
- Long term care

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

Meet our advisers

Craig Gillon APFS

Director

Qualifications & Accreditations Hide qualifications

APFS - Associate, Personal Finance Society (PFS)

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.

Greig Kilpatrick APFS

Senior Consultant

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

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

AF4 - Investment Planning (CII)

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

G60 - Pensions (CII)

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

J05 - Pension Income Options (CII)

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.

AF5 - Financial Planning Process (CII)

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

AFPC - Advanced Financial Planning Certificate (CII)

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

APFS - Associate, Personal Finance Society (PFS)

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.

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.

J04 - Pension Funding Options (CII)

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.

J06 - Investment Principles, Markets and Environment (CII)

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.

Where to find us

About us

Antonine Investment Managers is a firm of independent financial advisers which offers services to both individual and corporate clients. Our principal, Craig Gillon, has more than 20 yearsʼ experience in the financial services industry and holds the Chartered Financial Planner qualification via the Chartered Insurance Institute.

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.

Compliance

Our core purpose is to create, preserve and enhance our clients' wealth, and our starting point is to develop a detailed understanding of your situation. We listen to what you want to achieve and then use our experience and insight to identify potential issues and opportunities to help you plan for your future.

Following our detailed approach to creating a Professional Planning Strategy for each of our clients ensures that we are fully compliant with the regulations as set out by the Financial Conduct Authority our regulator.

For further details of our detailed approach to creating a Professional Planning Strategy, please visit our website at www.antonineim.co.uk.

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

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
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
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

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

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