Bryan J Hollingsworth, ACII DipPFS CeMAP

Independent Financial Adviser Queensgate House, 48 Queen Street, Exeter, Devon, EX4 3SR

First meeting at adviser's own cost

Response rating

9.4/10

15th July 2019

Impartial and professional advice for personal and business clients, to meet a particular need or provide an overall financial strategy.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Bryan Hollingsworth ACII Dip PFS CeMAP

Principal

Qualifications & Accreditations Hide qualifications

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.

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

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.

HR1 - Home Reversion Plans (CII)

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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.

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.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

K10 - Retirement Options (CII)

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

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.

Accreditations

Where to find us

Queensgate House, 48 Queen Street, Exeter, Devon, EX4 3SR

Make an enquiry

About us

Bryan J Hollingsworth ACII Dip PFS CeMAP is a Chartered Financial Planner and has been actively involved in both Insurance and Financial Services for many years.

Impartial and professional advice is available to both personal and business clients, either to provide a specific solution to a particular need or a detailed structure and strategy to more comprehensive financial planning.

For business clients our professional services can be provided to the business owners and/or their employees, including Workplace Pensions and Auto Enrolment advice.

Our services

Reviewing existing pension arrangements, protection insurances and investments to meet a client's current and future needs, maximizing where appropriate tax shelters and tax reliefs, while ensuring the overall portfolio is within the client's' ability to accept the degree of investment risk involved.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Bryan J Hollingsworth is an Appointed Representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Occupational Pension Schemes, Automatic Enrolment, Will Writing or Estate Planning.

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We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

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

Special offers

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Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Compliance

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Contact options

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a call back Recommend to a friend

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