25th September 2017

Arkenstone Wealth Management

Independent Financial Adviser 155 Elsenham Street, London, SW18 5NZ

Business Owner, Entrepreneur or Senior Executive? We help our clients make decisions that optimise their money and their time.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Tax & trust planning
- Estate planning
- Taxation planning

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

Meet our advisers

Simon Ben-Nathan DipCII

Director & Financial Planner

Qualifications & Accreditations Hide qualifications

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.

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.

R01 - Financial Services, Regulation and Ethics (CII)

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

Diploma In Financial Planning (CII)

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

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

CF2 - Investment and Risk (CII)

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

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

Simon has been a qualified financial planner for over 15 years and is the director of Arkenstone Wealth Management based near Wimbledon.

Having advised within a multi-national bank for many years, he's very proud of Arkenstone's independence. This allows him to act solely in the interests of his clients...not banks, fund managers or insurance companies.

Simon listens well and has an eye for detail. His particular approach to advice centres on helping clients achieve their financial goals with minimum stress, risk and fuss.

You'll find him personable, professional and passionate about delivering an efficient service and an enjoyable client experience.

Arkenstone Wealth serves clients across London and the Home Counties.

Our services

You no doubt make important financial decisions in your business life on a regular basis. Your personal finances, however, may be a different story.

You suspect that your many responsibilities and lack of time are causing you to miss obvious financial planning and tax opportunities. At the same time, you want to be in better control of your financial future as you look to life beyond business.

Our clients invest their time in the things that demand their full attention and commitment. we focus on growing their wealth simply, effectively and to their best advantage.

Compliance

Arkenstone Wealth Management Ltd is an appointed representative of the Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority.

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

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Tax & trust planning
- Estate planning
- Taxation planning

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Arkenstone Wealth Management Ltd is an appointed representative of the Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority.

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

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