We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Long term care
Meet our advisers
Mark Trickett DipPFS
Financial Planning Consultant
Qualifications & Accreditations
Hide qualifications
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.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
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.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
J08 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Where to find us
Milburn House, Hexham Business Park, Burn Lane, Hexham, NE46 3RU
Contact us
About us
We're a Chartered Financial Planning firm part of the Armstrong Watson group. We have offices across Cumbria, Yorkshire, Northumberland and Scotland.
As no two people or businesses are the same, our approach is to step into our client’s shoes and see their situation from their perspective, which provides us with a clear understanding of their aspirations and objectives. This helps us shape our independent financial advice and provide an effective, personalised planning service to all our clients.
We believe in working with our clients to provide them with proactive advice and solutions.
Financial advice isn't often a stand alone activity and where relevant, we're able to work with other specialists from the accountancy, tax and business advisory areas of our group to ensure solutions are tailored specifically to your circumstances.
Your initial meeting is at our cost and provides you with the opportunity to ensure that you are comfortable working with us and for our Financial Planning Consultant to establish your needs and objectives and make an assessment of the work to be undertaken.
We'll explain all costs which will be payable for our advice and services but won't charge you until we have agreed it with you.
Our services
With an ever increasing range of financial solutions available and information which can be accessed far more easily, the challenge is how to identify the right strategy.
This is where we work with clients to ensure they have a clear plan, focused on achieving their goals and aspirations.
Our qualified independent financial advisers have access to the whole of the market and have the expertise to help you develop your business and personal financial strategies.
We’ve been providing bespoke financial planning advice for over 30 years. Visit our website to see our client testimonials and download our quarterly magazine.
Compliance
Armstrong Watson is a firm of Chartered Accountants, Financial Planners and Wealth Managers. We believe in working with our clients providing them with proactive advice and solutions. Our strategy is to deliver the best advice, the best solutions and the best service. We can only do that with the best people which is why we invest in our people. Ensuring that they have the best training and are qualified to the highest level.