18th September 2017

Attain Wealth Management Limited

Independent Financial Adviser Unit 5b, Ridgeway Court, Grovebury Road, Leighton Buzzard, Bedfordshire, LU7 4SF

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
- Group protection
Tax & trust planning
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Gordon Crothers BA (HONS) DIP PFS

Managing Director

Qualifications & Accreditations Hide qualifications

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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.

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.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Robert Price BA (HONS)

Senior Consultant

Where to find us

About us

Attain Wealth Management is a true wealth manager providing a comprehensive advice process, which works with our clients to discover and achieve their goals. We use a highly consultative approach when constructing a full Life Plan to work with our clients to manage their Wealth. We believe that the first meeting is only the beginning and providing a service throughout our clients lives is the most important aspect of the relationship.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
- Group protection
Tax & trust planning
- Taxation planning

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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