Capital Gains Limited

Independent Financial Adviser PO Box 555, Sevenoaks, Kent, Sevenoaks, Kent, TN13 9QS

First meeting at adviser's own cost

Response rating

7.0/10

10th December 2018

We can advise you on

Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Tax & trust planning
- Taxation planning

Meet our advisers

Joseph T Murphy Chartered Insurance Broker

Managing Director

Qualifications & Accreditations Hide qualifications

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.

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.

K10 - Retirement Options (CII)

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

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

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.

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.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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.

Where to find us

PO Box 555, Sevenoaks, Kent, Sevenoaks, Kent, TN13 9QS

About us

Capital Gains Limited has been established to provide personalised, comprehensive and objective financial advice to private clients and corporate bodies. Our early focus on inheritance tax planning and investment advice has expanded in response to client requests, to encompass most areas of financial planning for individuals and businesses.

We are proud that the majority of our business comes from existing clients and referrals. Please contact us for a free brochure.

We can advise you on

Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Tax & trust planning
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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