18th September 2017
Austin Financial Planning Ltd
We focus on our clients needs and strive to ensure excellent, personal service
We can advise you on
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- 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
-
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
Matt Austin
IFA
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.
CeRER - Certificate in Regulated Equity Release (IFS)
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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
Local, friendly easy to understand advice with a focus on customer service
Our services
We work closely with clients to help them understand their options and achieve their financial goals
Similar advisers near you
We offer personalised independent advice across all areas of financial planning
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