Autumn Financial Planning

Independent Financial Adviser  Pantiles Chambers,, Tunbridge Wells, Kent, TN1 1XP
First meeting at adviser's own cost
Independent Financial Guidance, Planning and Advice for those Approaching Retirement and Beyond
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Equity release
Response rating
9.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Kieron Robertson Autumn Financial Planning
Retirement & Later Life Advice Specialist / Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

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

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

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.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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

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.

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.

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

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.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
I felt the need to review my investments. Kieron listened and was clear about what we would need to discuss and sought reassurance that I understood the process. I found Kieron clear and understanding. I was not rushed or pressurised in any way
Mrs R, Kent
I received funds through inheritance and wanted to see when I could retire. Kieron evaluated what I needed to do to reach my goal of early retirement and reviewed my current pension obligations which i wished to consolidate and gave me the best outcome. he explained financial jargon in a manner that I could understand.
Mrs E, W. Sussex
I had 2 pensions I needed to amalgamate. Kieron listened and understood why I needed it, taking time to listen to my needs, both short and long term. I am extremely happy with the outcome
Mrs S, E. Sussex
I needed to amalgamate a number of pensions and seeked expert advice on my bets options. I had a couple of pensions with Zurich and was unable to achieve any sensible advice. Kieron was able to advise on my best options and I knew he was the right person for the job.
Mr N, W. Sussex
Thank you, your advice has lifted the worries we had and, in the end it all seemed so easy
Mr & Mrs W, Kent
Kieron was so helpful. He explained everything in detail and took all our financial needs into consideration. he was very honest, professional and nothing was too much trouble. We would highly recommend him.
Mr & Mrs M, Kent
Thank you for all your help, you made a complicated situation much easier to understand and we can now with your expertise and guidance, see our finances in a clearer light
Mr & Mrs F, Kent
About us

Specialising in the Retirement and Later Life space since 2007, and offering Independent Financial Guidance, Planning and Advice to those approaching, or at, retirement - and beyond - throughout the South East.

Our services

Family Protection
Investment Planning
Pensions & Retirement Planning
Wealth Management
Care Fees Planning
Equity Release
Estate & Inheritance Tax Planning

Where to find us
Head office address: Pantiles Chambers,, High Street, Tunbridge Wells, TN1 1XP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Autumn Financial Planning is a trading style of Beaufort Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. The FCA does not regulate tax advice.

Response rating
9.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0.6 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
 
Independent Financial Adviser 0.66 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.66 mi
We help our clients suitably develop, preserve and grow their wealth with a particular specialism regarding pension and investment objectives.
 
Independent Financial Adviser 0.72 mi
We provide advice to enhance wealth for clients in the key areas of pensions, investments and inheritance tax planning.