Brandane Financial Services Ltd

Independent Financial Adviser 12 The Paddock, Perceton, Irvine, Ayrshire, KA11 2AZ

First meeting at adviser's own cost

Response rating

7.0/10

8th July 2019

Independent advice delivered in a friendly manner. Call me on or Text for call back.

We can advise you on

Financial planning
- Wealth management
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
Long term care
- Long term care
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Right to buy
- Self build
- Self employed
Business
- Group pensions
- Group protection

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Meet our advisers

Alan Brighton DipPFS

Managing Director

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

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

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.

R06 - Financial Planning Practice (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

ER1 - Equity Release (CII)

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.

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.

R02 - Investment Principles (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Where to find us

12 The Paddock, Perceton, Irvine, Ayrshire, KA11 2AZ

Make an enquiry

About us

Independent company that puts the client at the centre of what we do. Call us to have a no obligation chat about whether we can help. With the new pension freedoms I would recommend that for anyone over the age of 55 and thinking of accessing their pension pot it is essential advice should taken.

Our services

We strive to help our clients achieve their financial goals. Whether saving for the future or approaching retirement and needing advice. A short discussion and I may be able to help with your decisions. We live in a changing world. The pensions and savings market has undergone huge changes. New products are available that can provide new freedoms on how you access your pensions. The majority of older clients will access their income in a more flexible way. Let me explain some of these options to you and see if a better retirement may be around the corner.

Compliance

Registered Office: 12 The Paddock Irvine KA11 2AZ
Registered in Scotland SC511558.Brandane Financial Services LTD (718072) is authorized and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
Long term care
- Long term care
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Right to buy
- Self build
- Self employed
Business
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

Registered Office: 12 The Paddock Irvine KA11 2AZ
Registered in Scotland SC511558.Brandane Financial Services LTD (718072) is authorized and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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