Astus Financial Planning Ltd

Independent Financial Adviser  19 London End, Northwood, Greater london, HA6 1EQ
First meeting at adviser's own cost
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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OEICs
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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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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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Stockbroking services
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Sharia finance
Response rating
7.5/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Alison Sellers
Director

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

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

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 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.

Jon Bagust
Director
About us

Established in 2001 Astus Financial Planning combines investment intelligence and expertise with cutting edge platform technology. We are Independent financial advisers and at the forefront of our minds is the peace of yours. Financial Planning is an area which can be confusing and complicated. There are many companies that promise the earth but deliver much less. We at Astus have a modern progressive approach, delivering information clearly and concisely. We aim to establish a long term relationship with each client, built on mutual trust and sound financial advice. We always review regularly, never drown you in technicalities or product push, and tailor advice to current needs as well as future aspirations. Because, Whilst our business is financial planning, our priority is people.

Where to find us

19 London End, Beaconsfield, Bucks, HP9 2HN

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.5/10
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FCA authorised
Last authorised 24th February 2020

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