18th September 2017
Asset Management Financial Adviser Ltd
We offer a range of services to our clients to best compliment their requirements
We can advise you on
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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
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Financial planning
- Wealth management
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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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Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
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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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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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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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Long term care
- Long term care
Meet our advisers
Bruce McKendrick APFS
Chartered Financial Planner
Qualifications & Accreditations
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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.
AF1 - Personal Tax and Trust Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
Accreditations
Where to find us
About us
Asset Management Financial Advisers Limited is at the forefront of the development of professional financial advisory services. We have responded to the needs of our clients by developing our services following the introduction of the Retail Distribution Review by the Financial Services Authority in December 2012.
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