Brewster Financial Services

Independent Financial Adviser 2 Oaklands View, Old Carrick Road, Newtownabbey, BT37 0XW

Response rating

7.0/10

15th October 2018

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Tax & trust planning
- Taxation planning

Meet our advisers

Kenneth Brewster

Ifa

Qualifications & Accreditations Hide qualifications

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.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

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.

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.

Where to find us

2 Oaklands View, Old Carrick Road, Newtownabbey, BT37 0XW

About us

Brewster Financial services, is a company aiming to provide quality advice and service to the individual & companies. I have over 25 years experience in the insurance and financial services industry and provide a comprehensive professional service offering advice on a variety of areas including pensions, investments, mortgages, protection, ISA's and taxation planning. All costs will be discussed at your first meeting, which will be at our cost.

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Tax & trust planning
- Taxation planning

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Special offers

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Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

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