Apollo Pension & Investment Advisers, Chartered Financial Planners

Independent Financial Adviser  Christchurch House, Gillingham, Kent, ME7 3QJ
First meeting at adviser's own cost
Established in 1994, Apollo has a wealth of knowledge and experience when advising clients on Pension & Investment solutions.
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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Bad credit
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Buy my next home
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Buy to let
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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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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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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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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 29th June 2020
Meet our advisers
David Elson Dip PFS
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Accreditations
Chartered Financial Planner
Christopher Barker APFS
Principal (Chartered Financial Planner)

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.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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.

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 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.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

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
What our clients say
We have been associated with Chris Barker of Apollo since 1986. During this time we have been guided by Chris on our investments and found his advice and suggestions very sound. Now retired, we feel secure and well provided for and will continue to value his advice and up to the minute information on all our future financial affairs with great confidence.
Mrs S Turner, Yorkshire
I gratefully thank you for so patiently meeting my challenge head on and finding solutions in such a short time. Geoff always knew I would find someone to help me and I certainly have in Apollo which I greatly appreciate and will thoroughly recommend.
Mrs M Chamberlain, Kent
I first met Chris and Matt of Apollo about 5 years ago.I needed to release some funds from a pension I have.They explained everything in detail,and made sure I understood the implications of taking money out of my pension.I then needed to do the same thing in October 2016.Once again they helped me every step of the way.I would not hesitate to use Apollo again.I would highly recommend Apollo to all my family and friends
Ian Bull, Rochester Kent
About us

Apollo is proud to be accredited as Chartered Financial Planners by the Chartered Insurance Institute. A mark of experience, qualification and professionalism that few firms qualify for. Apollo has two Independent Financial Planners and two Mortgage & Protection Advisers located throughout Kent who are happy to discuss your requirements with you locally or at our head offices in Rochester if you prefer.

Apollo Pension & Investment Advisers are fully authorised to provide you with Independent, Whole of Market advice for Pensions, Investments, Mortgages, Equity Release and Life Insurance.

Our services

Apollo Pension & Investment Advisers provides a comprehensive financial planning service to its clients relating to their Pension & Investment requirements. Whether you have an existing Pension or Investment that you would like to us to review, or you are looking to invest for the first time, our knowledge and expertise in the field of financial advice allows us to establish your objectives and provide you with clear bespoke advice. We take great care and pride ourselves on advising clients on a range of pensions & investments, ensuring they suit their financial needs now, and in the future.

Where to find us
Head office address: Christchurch House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    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 29th June 2020

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