Aveton Gifford Associates Ltd

Independent Financial Adviser 36 Cammo Road, Edinburgh, EH4 8AP

First meeting at adviser's own cost

Response rating

10/10

12th November 2018

As experienced Chartered Financial Planners we offer bespoke solutions for all your financial needs.

We can advise you on

Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management

Meet our advisers

Derek Whiting Dip. PFS M.Sc.

Director

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G70 - Investment Portfolio Management (CII)

This qualification assessed a knowledge and understanding of portfolio investment management.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

Where to find us

36 Cammo Road, Edinburgh, EH4 8AP

About us

Aveton Gifford Associates Ltd was one of the first companies in Scotland to have been awarded Chartered status, reflecting our ethos of first class service and commitment to excellence. We are a firm of Independent Financial Consultants specialising in investment planning and tax mitigation, with offices at either end of the Central belt. The directors have been involved in the financial marketplace for over 40 years and are qualified in all aspects of financial planning.

Our services

We provide planning and advice to support you in achieving your financial goals

We can advise you on

Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Minimum mortgage value

£250,000

Website

Contact options

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