ASC Financial Solutions

Independent Financial Adviser  4 High Street, Buckingham, Buckinghamshire, MK18 1NT
First meeting at adviser's own cost
Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.
We can advise you on
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Wealth management
Response rating
10/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Adrian Cook
Director/Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Daniel Piggott

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

Having worked for large banks dealing with premier wealth clients, Managing Director Adrian Cook wanted to give a more personal service to clients at all levels and stages of life. This was where ASC Financial Solutions was founded some ten years ago. 2018 has provided an exciting development and with Adrian keen to support his local High Street, our new office in Winslow has now opened. ASC Financial Solutions have a committed team of staff and advisors who are known for their exceptional customer service. They are proud to work with clients to achieve their financial goals and aspirations with offices in Winslow and Milton Keynes. ASC provide financial advice to both personal and business clients alike specialising in investment and pension/retirement planning. New clients are invited to either office for an introductory meeting at no cost or obligation where we discuss your goals and objectives along with existing portfolios you may have.

Our services

Our clients would describe ASC Financial Solutions as a friendly team who provide an excellent personalised service, both initially and on an ongoing basis.

Where to find us
Head office address: 4 High Street, Buckingham, MK18 1NT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 6th July 2020

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