Avista Financial Planning Ltd
16th September 2019
We pride ourselves in giving impartial and honest advice creating long term relationships with our clients. Free initial consultation.
We can advise you on
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
-
Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Tax & trust planning
- Estate planning
-
Expatriate finances
- EEA
- Rest of world
-
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Meet our advisers
Debbie Mearns
Nathan Durnell APFS
Chartered Financial Planner
Qualifications & Accreditations
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
H15 - Supervision and Sales (CII)
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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.
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.
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.
Accreditations
Ross Turner
Financial Adviser
Qualifications & Accreditations
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.
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.
Nigel Gardner
Financial Adviser
Qualifications & Accreditations
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.
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.
John Glennon
Financial Adviser
Qualifications & Accreditations
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.
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.
What our clients say
I was looking for advice after my recent divorce and contacted Avista where the adviser explained all my options thoroughly. I can now relax knowing my financial affairs are being looked after. I would definitely recommend using Avista.
Where to find us
422 Chester Road, Little Sutton, Ellesmere Port, Cheshire, CH66 3RB
Make an enquiryAbout us
Avista Financial Planning Ltd has been trading since 2007 (previously as Avista Independent Financial Planning) and has six highly qualified advisers with an average of 20 years experience each in the industry.
Our services
Avista offers a holistic advice service, where all your financial needs are dealt with by our highly qualified team. Avista prides itself on the relaxed and pressure free environment it has created for its clients whilst still providing an exceptionally high level of service.
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