18th September 2017
Ashcroft Financial Solutions Ltd
Pioneering. Personal. Professional.
We can advise you on
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Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Home reversion
- Remortgage
- Residential
- Self employed
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
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Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
Meet our advisers
Linton John Henfrey DipPFS
Co Director
Qualifications & Accreditations
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.
J03 - The Tax and Legal Aspects of Business (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.
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.
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.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
J04 - Pension Funding Options (CII)
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.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
Trevor Pinder DipFA
Co Director
Qualifications & Accreditations
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.
DipFA - Diploma for Financial Advisers (IFS)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Where to find us
About us
Ashcroft Financial Solutions Ltd provides a professional financial planning service to both corporate and private clients.
Together, we have a total of over 50 years industry experience and advise on a variety of products including pensions, savings, mortgages and protection.
We can arrange to meet you in our offices, at your place of work or in the comfort of your own home.
Many of our clients have received advice from us for over 10 years and as a company we are extremely proud that over 80% of our business is generated through referrals from these clients and other professionals.
Similar advisers near you
Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation by calling us today.
We've been advising clients since 1991 and offer a professional personal service backed by knowledge, expertise and experience.
We strive to make your life easier; as such, all of our advice is tailored to suit each individual client
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