AP Financial Planning Service

Independent Financial Adviser Regus, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR

First meeting at adviser's own cost

Response rating

9.0/10

10th September 2018

We are able to provide you with full independent advice and recommendation. Free second opinion service available.

We can advise you on

Mortgages
- Equity release
- Home reversion
Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
- Small business
Business
- Corporate pension
- Employee benefits
- Group pensions
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
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

Cathy Williamson DipPFS, Certs CII (MP & ER)

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

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.

HR1 - Home Reversion Plans (CII)

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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.

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.

Where to find us

Regus, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR

About us

We make sure that you get the right advice to suit your needs through extensive research of the marketplace and products. We are able to provide you with a full advice and recommendation service.

Our services

We aim to offer a comprehensive service to all our clients.

We can advise you on

Mortgages
- Equity release
- Home reversion
Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
- Small business
Business
- Corporate pension
- Employee benefits
- Group pensions
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
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
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£125,000

Website

Contact options

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