Armstrong Watson Financial Planning & Wealth Management

Independent Financial Adviser  Armstrong Watson Llp, Glasgow, City of glasgow, G2 4BG
First meeting at adviser's own cost
We believe in working with our clients to provide them with proactive financial advice tailored to them.
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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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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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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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Corporate pension
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Employee benefits
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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
9.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Bryce Niven
Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

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 assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

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.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
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.

Where to find us

Armstrong Watson Llp, 24 Blythswood Square, City of Glasgow, Glasgow, G2 4BG

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 17th February 2020

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