18th September 2017

Baker Power Boyd LLP

Independent Financial Adviser 50 Lawnbrook Drive, Newtownards, Down, BT23 8XD

As an Independent organisation we make available the resources of companies across the entire financial market.

We can advise you on

Business
- Employee benefits
- Group critical illness
- Group income protection
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- 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

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

Meet our advisers

Alan Boyd

Partner

Qualifications & Accreditations Hide qualifications

J01 - Personal Tax (CII)

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.

J02 - Trusts (CII)

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.

R04 - Pensions and Retirement Planning (CII)

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

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.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime 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.

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

Where to find us

About us

A very modern company based on common sense values. We strive to gain a full understanding of your circumstances and requirements so we can give you the best advice possible with straight forward guidance to help you through the financial maze. We offer a range of services to meet our very high standards and just one more thing - were local!

Our services

As an Independent organisation we make available the resources of companies across the entire financial market. This means you can enjoy the benefits of impartial and independent advice at the highest level. We are careful to take the time to ensure we understand your individual needs and aspirations - and as these may change over time, we review your affairs to ensure they continually meet your needs and objectives.

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

We can advise you on

Business
- Employee benefits
- Group critical illness
- Group income protection
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- 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

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£500,000

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

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