Cranbourne Financial Ltd

Independent Financial Adviser Cranbourne Financial Ltd, 1-3 Linkfield Corner, Surrey, Redhill, RH1 1BL

First meeting at adviser's own cost

Response rating

9.7/10

12th November 2018

To thoroughly understand our clients requirements and tailor our advice to meet and exceed their goals.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Business
- Group pensions
Financial planning
- Wealth management
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Meet our advisers

Peter Law DipFA

Financial Planner

Qualifications & Accreditations Hide qualifications

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.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeFa - Certificate for Financial Advisers

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

CeLTCI - Certificate in Long-Term Care Insurance (LIBF)

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

Where to find us

Cranbourne Financial Ltd, 1-3 Linkfield Corner, Surrey, Redhill, RH1 1BL

About us

Cranbourne Financial has helped clients plan and achieve their financial goals for almost 25 years. Our advisers have in excess of 75 years financial planning experience; we are based in the South East and mainly look after clients in Surrey, Kent, East and West Sussex and London area. We advise on the full range of Financial Services and specialise in a number of areas, including pensions, investment, IHT planning, long-term care and equity release. Our professional and experienced advisers help our clients plan their secure financial future.

Our services can be paid for by an hourly fee or by a percentage of the assets involved. We can arrange meetings at either our offices or at your home.

Our services

Advice in the run up to, at and after retirement.

Bespoke investment advice including tax and IHT planning.

Later life advice including long term care and releasing equity from your home.

Personal and business protection.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Small business
Business
- Group pensions
Financial planning
- Wealth management
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
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

£125,000

Website

Contact options

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