Bryan J Hollingsworth, ACII DipPFS CeMAP

Independent Financial Adviser  Queensgate House, Exeter, Devon, EX4 3SR
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.6/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Bryan Hollingsworth ACII Dip PFS CeMAP
Principal

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.

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.

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.

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

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

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.

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

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
Chartered Financial Planner
About us

Bryan J Hollingsworth ACII DipPFS 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 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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.6/10
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FCA authorised
Last authorised 23rd March 2020

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