Dhm Wynchwood LLP
10th December 2018
Established in 1973, DHM has a history of providing good advice to individuals and businesses.
We can advise you on
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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Financial planning
- Wealth management
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Meet our advisers
Nigel Foster
Senior Partner
Qualifications & Accreditations
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.
CF6 - Certificate in Mortgage Advice (CII)
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.
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.
Allison Jordan
Mortgage Adviser
Qualifications & Accreditations
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.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Jon Bingham
Partner
Qualifications & Accreditations
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.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
Lloyd Walton
Financial Planner
Qualifications & Accreditations
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
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.
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
Penelope Heyworth
Chartered Independent Financial Adviser
Qualifications & Accreditations
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.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
Accreditations
Jon Harding
IFA
Qualifications & Accreditations
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.
Where to find us
8 Shottery Brook Office Park, Timothy's Bridge Road, Stratford-upon-Avon, Warwickshire, CV37 9NR
Contact usAbout us
Established in 1973, DHM has a history of providing good advice to individuals and businesses.
We aim to recommend the most suitable products and investments available in the whole market which offer the best value for money.
In addition, we employ considerable in-house expertise to help solve your problems and add new dimensions to your financial planning.
Call us and we will connect you to the individual most suited to help you.
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