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

15th October 2018

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 & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
Long term care
- Long term care
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Business
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection

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

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.

We can advise you on

Financial planning
- Wealth management
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
Long term care
- Long term care
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Business
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- 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.

Contact options

Similar advisers near you

Bluesky Independent Wealth Managers Ltd

Independent Financial Adviser 5.27 mi

Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth

See profile

Aspire Wealth (Scotland) Limited

Independent Financial Adviser 5.41 mi

Our driving force is to provide jargon-free financial advice to help you grow, protect and preserve your wealth.

See profile

Resolute Financial Advisers LLP

Independent Financial Adviser 5.8 mi

Do you know what your income will be in retirement? Contact us for a free pension review.

See profile

Jmc Financial Services

Independent Financial Adviser 10.47 mi

Personal and Professional Independent financial advice for Pensions, Investments, Savings, Mortgages and Insurance. Contact us on West Kilbride 824905.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.