18th September 2017
Assured Wealth and Estate Planning
We can advise you on
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Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Expatriate finances
- EEA
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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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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Long term care
- Long term care
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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 build
- Self employed
- Sub prime
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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
- National savings
- Regular savings
- Savings for children
- School fees planning
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Sharia finance
- Sharia finance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Mark Jones
Director - Financial Planner
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.
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
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Where to find us
Similar advisers near you
Professional and independent advice from qualified and experienced advisers.
Tel:O7729,552368 Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.
A reassuringly uncomplicated and professionally tailored approach to your financial requirements. Our philosophy is to grow and preserve your wealth.
Helping clients to identify, achieve and maintain their desired lifestyle without fear of ever running out of money!
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