Arkenstone Wealth Management

Independent Financial Adviser  Hyde Park House, London, Greater london, SW15 2RS
First meeting at adviser's own cost
Great financial planning isn't just about money - it's about your life, hopes and aspirations for the future. Get in touch to find out how our unique approach to advice can help you achieve true independence and shape the life you really want to live.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Taxation planning
check
Corporate pension
Response rating
10/10
check
FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Simon Ben-Nathan DipCII
Director & Financial Planner

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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.

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

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.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

Arkenstone Wealth is based in Putney and serves clients around London and Surrey. We help people from all walks of life but we typically work with:

-business owners.
-professionals/executives.
-people planning/in retirement.
-people experiencing major change e.g. divorce, bereavement.

Our services

Simply accumulating money for its own sake tends to be a pretty unfulfilling pursuit - when will you ever know if you have enough? Successful financial planning requires direction and purpose.

The problem is that most people struggle to articulate their goals and what they want their future to look like. This is where we're different from other financial planners.

We're uniquely trained in helping you establish your personal vision of financial independence. When this is clear, we then create financial plans (powered by our technical expertise in pensions, investments and tax) to put you on a path to the life and future you really want to live.

In other words, work out what makes you happiest in life and create a financial plan that allows you to spend money on it!

Visit our website or get in touch to find out more.

Plan Better. Live Better.

Where to find us

Hyde Park House, 5 Manfred Road, London, SW15 2RS

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 23rd January 2020

Similar advisers near you

Independent Financial Adviser 0.44 mi
Call us to book a "no obligation" meeting, and find out how we can support all your financial planning needs.
 
Independent Financial Adviser 0.48 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 0.51 mi
We provide the advice and guidance that we want to receive. Trust, Integrity & professionalism are our guardians.
 
Independent Financial Adviser 0.55 mi