Distinct Financial Solutions Wealth Management Ltd

Restricted - Whole of Market  Argyle House, Gorseinon, SA4 4AA
First meeting at adviser's own cost
FT Adviser Top 100 Firms No.1 Rated in 2019 & 2020. Long standing trusted Financial Planning Adviser offering unbiased advice based in Swansea.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Critical illness
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Income protection insurance
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Life 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 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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021
Meet our advisers
MR Geoff Lewis
Financial Adviser

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

MR Hugh Rogers
Mortgage & Protection Adviser
MR Jason Watkins FPFS
Chartered Financial Planner, Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

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.

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.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard Chartered financial planner - individual adviser accreditation
Mr Tom Morris
Financial Planning Adviser

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

What our clients say
I was extremely pleased with the service provided by Distinct Financial Solutions and the way they handled my situation. From the delicate issues surrounding a loss in the family to the help provided in purchasing my share of my late parents family home. I can highly recommend the service.
Christopher James, Loughor
I asked for help with investing the inheritance left to me by my late Grandmother, being a complete novice I needed some advice. I received first class service from Distinct Financial Solutions and they also educated me to understand my own investments rather than simply hand over my inheritance to them as it was vital for me to have an understanding of what I was doing with my money.
Tom Collins, Swansea
About us

We are a firm of financial planners (including Chartered) who have worked together for many years and share experience in all areas of financial advice. We pride ourselves on our knowledge, honesty and integrity with our high standards of service cemented as the main pillar of our business.

Our services

We have specialist advisers (including Chartered) with over 100 years of experience collectively in the Financial Services industry. We advise on Investments, Savings, Pensions, Retirement Planning, Mortgages, Life Assurance, Long Term Care Funding, Inheritance Tax Planning, Taxation.......

Where to find us
Head office address: Argyle House, 10 West Street, Gorseinon, SA4 4AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021

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