Cranbourne Financial

Independent Financial Adviser Maple House, High Street, Potters Bar, Hertfordshire, EN6 5BS

First meeting at adviser's own cost

Response rating

9.2/10

14th August 2018

We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Stephen Comley

Independent Financial Adviser

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.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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.

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.

K10 - Retirement Options (CII)

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

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Where to find us

About us

..Cranbourne Financial has been established since 1993 and has in excess of 75 years industry experience; we are based in the South East and mainly cover London and the Home Counties area. We advise on the full range of Financial Services and specialise in a number of areas, including pensions, investment, IHT and mortgages. Happy to arrange meetings at either our offices or at your home

Our services

At Cranbourne Financial we understand the importance of finding financial solutions for our clients through the different stages of their lives. Our approach is professional and friendly and we pride ourselves in offering a first rate service for all of our clients. We do this by building long-term relationships with our clients so that we can best understand their priorities and therefore make tailor-made recommendations.

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

Contact options

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