Apollo Pension & Investment Advisers, Chartered Financial Planners

Independent Financial Adviser Hempstead Road, Hempstead, Gillingham, Hempstead, Kent, ME7 3QJ

First meeting at adviser's own cost

Response rating

7.0/10

23rd April 2018

Established in 1994, Apollo has a wealth of knowledge and experience when advising clients on Pensions & Investments.

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
- Group risk
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- 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

Meet our advisers

Christopher Barker APFS

Principal (Chartered Financial Planner)

Qualifications & Accreditations Hide qualifications

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.

CF2 - Investment and Risk (CII)

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

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.

CF9 - Pensions Simplification (CII)

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.

Chartered Financial Planner (CII)

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.

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.

AF5 - Financial Planning Process (CII)

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

G20 - Personal Investment Planning (CII)

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.

G60 - Pensions (CII)

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

G30 - Business Financial Planning (CII)

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.

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.

Accreditations

David Elson Dip PFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

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.

What our clients say

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

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 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.

Mr I Bull, Rochester Kent

Thank you to both Marc & Matt for helping me through the mortgage process. They both answered all of my questions in an easy to understand format and provided me with help relating to all aspects of my mortgage

Miss S Crawford, Rainham

Where to find us

About us

Apollo is proud to be one of the first firms in Kent accredited 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 plans and goals. Whether you have an existing portfolio of Pensions & Investments 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 investments, ensuring they suit their financial needs now, and in the future.

Compliance

Apollo Pension & Investment Advisers, Chartered Financial Planners, is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 470611. You can check this by visiting the FCA’s website www.fca.gov.uk/register/ or by contacting the FCA on 0845 606 1234.

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
- Group risk
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- 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

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

Contact options

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