Brantwood Financial Planning Ltd
13th August 2018
All our advisers are Chartered Financial Planners who provide bespoke independent financial advice you can trust.
We can advise you on
-
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
- Wealth management
-
Insurance & protection
- Critical illness
- Life insurance
Meet our advisers
Christopher Brown APFS Cert CII (MP&ER) Chartered Financial Planner
Independent Financial Adviser & Chartered Financial Planner
Qualifications & Accreditations
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.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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.
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Accreditations
Paul Dickinson APFS Chartered Financial Planner
Independent Financial Adviser and Chartered Financial Planner
Qualifications & Accreditations
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.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Accreditations
What our clients say
Chris has been providing myself and my family with financial advice for nearly ten years now. His technical knowledge is excellent and he is very easy to get on with. We have formal reviews twice a year with interim ad hoc meetings undertaken if appropriate. Chris also works closely with my Accountant and Solicitor to ensure that my overall financial requirements are met.
I would be more than happy to recommend Chris.
Since taking over as my Financial Adviser in 2005, the service I have received from Chris and Brantwood Financial Planning has been faultless. He has taken time to understand my objectives and needs and has recommended the most appropriate solutions. It is clear that Chris and his colleagues are 100% committed to their clients and I couldn’t be more satisfied.
I never thought I would find a little gold mine so close to home. This sums up my findings when I first contacted Brantwood in the Noughties. I was to discover they are a valuable, top quality Financial Services business.
My main career was in Management Consultancy, but before retirement I was the Yorkshire Corporate Business Manager for 8 years in a renowned Insurance Company, so I am very familiar with parts of the Financial Service industry. I have found Chris Brown to be well qualified, technically knowledgeable and professional in all my dealings with him. He has truly earned the trust needed for a client to work closely with him.
I wish to place on record my admiration for the work of his secretary Jane Walker. Her reliability is an asset to the business. Her efficiency in the administration of investments and initiative to overcome any difficulties are exemplary.
As a longstanding client I have a positive experience of my dealings with Brantwood Financial Planning and I hope this will continue for a long time to come.
The forerunner of Brantwood Financial Planning was recommended to me as I approached my retirement in Huddersfield in 1996. Twenty years later I reflect how fortunate that I followed this advice. My lump sum was invested according to their suggestions and has been modified over the intervening years. A wide portfolio was also developed. The success of these investments has proved most comforting and reassuring in our retirement. Why stay with Brantwood when now living 250 miles away in South Wales? Mainly because it is a company in which I trust implicitly. Distance has never been a problem for any queries by email or ’phone are dealt with most promptly, always with efficiency and good Yorkshire humour. In addition an excellent newsletter keeps clients fully informed on all matters financial. I recommend using Brantwood Financial Planning without reservation.
As a long-standing client of Brantwood Financial Planning, my experience in all matters with this company has been solely positive. Chris Brown is knowledgeable and efficient, whilst still friendly, readily accessible and honest in all dealings. The admin is handled refreshingly speedily by Jane and Debbie.
My wife and I have been clients of Brantwood Financial Planning for many years. During that time, we have been advised by Paul Dickinson, who has given us very good advice and made excellent recommendations. He has also always been available to deal with enquiries, as they have arisen.
It is this level of personal service that is a key element of Brantwood’s success and we would unreservedly recommend them to other potential clients.
We have been Clients of Brantwood for many years now, and have always found them to be courteous and helpful, giving first class service, and excellent financial advice. We would certainly recommend them to anyone wanting assistance or advice with their savings/pensions/investments etc.
Paul Dickinson has been my personal financial adviser for sixteen years and over the same period has provided pensions and life assurance advice to my business. Paul provides high quality advice and delivers it in an efficient, straight forward and personable manner. I would not dream of seeking financial advice from anyone else”.
I have been a Client of Brantwood FP for very many years, and am impressed with their level of expertise and depth of experience. I have always followed their professional advice with all my investments and have been extremely fortunate with the outcome. I am confident that the Directors keep well ahead of changes in financial regulations (current and pending) and advise their Clients accordingly. I would recommend them unreservedly as outstanding FInancial Planners.
I would like to thank you and your staff for the work Brantwood has carried out on my behalf. I have been treated in a professional and courteous manner at all times. I would recommend your company without hesitation
Where to find us
About us
At Brantwood Financial Planning, we believe that the appointment of the right Independent Financial Adviser is fundamental to your future wealth and prosperity. Based on our combined experience, professional qualifications and "Adviser to Client ratio", we are confident that all your financial planning goals can be achieved by becoming one of our clients.
We have also been granted "Corporate Chartered" status by the Chartered Insurance Institute, the most highly regarded award currently available within our Profession.
We pride ourselves on the fact that only our Directors will offer you the guidance and financial advice you need. You are assured of a very personal yet highly professional service from the Directors of our Company who between them, have over sixty years experience in financial planning.
All our Directors are Chartered Financial Planners, which is the highest level of qualification currently awarded by the Chartered Insurance Institute
Our services
At Brantwood Financial Planning Ltd all our advisers are Chartered Financial Planners and Independent Financial Advisers. We work closely with our clients to provide investment, pension, IHT and tax planning advice that is always tailored to their personal needs and circumstances.
One of our key focuses is to add real value to our clients' situations. We make time to understand our clients, their current position and their longer term aspirations.
Our low client numbers mean that we can provide a very bespoke, pro-active service to all our clients.
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