Cass-Stephens Life and Pensions Ltd

Independent Financial Adviser  Temple Close, Gloucester, Gloucestershire, GL4 3ER
First meeting at adviser's own cost
We offer a Chartered Financial Planning Service which is professional, Independent and local. You can expect the highest quality advice.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Mandy Scott
Ifa

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

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.

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.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

We are Independent Financial Advisers specialising in Retirement, Pension and Investment Planning. By working together and maintaining consistent reviews we can make sure that your financial plans achieve what you expect from them and maintain the life style that you wish for.

For a free initial consultation without obligation please contact Mandy on <phone number hidden> or <phone number hidden>.

Our services

We offer a specialist retirement income planning service which includes drawdown, enhanced annuities and a wide range of investments. We have a good track record of investing clients money and cater for all levels of risk profile. We also offer tax planning via a number of approved schemes to individuals and companies. We cater for your wider financial planning needs to include life assurance, critical illness and income protection plans.

Where to find us
Head office address: Temple Close, Barnwood, Gloucester, Gloucestershire, GL4 3ER
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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    Face to face
Compliance

Cass Stephens Life & Pensions Ltd, Windsor House, Barnett Way, Gloucester GL4 3RT. Tel: <phone number hidden>. Registered in England No <phone number hidden>.

Cass Stephens Life & Pensions Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority.

Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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