Executive Advisory Services Limited
13th August 2018
We offer friendly and responsible advice to both individuals and companies
We can advise you on
-
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Self employed
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
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
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
- Wealth management
-
Long term care
- Long term care
Meet our advisers
Jon Coles
Gavin Tisshaw CFP
Chairman
Qualifications & Accreditations
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
CFP - Certified Financial Planner Licence (IFP)
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
FPFS - Fellow, Personal Finance Society (PFS)
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.
Accreditations
John Francis
Richard Graham
Adrian McCafferty
Harriet Skinner BA(hons),APFS,CFP
Director
Qualifications & Accreditations
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
J05 - Pension Income Options (CII)
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.
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.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
CFP - Certified Financial Planner Licence (IFP)
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Accreditations
What our clients say
Gavin (and Executive Advisory Services) has provided me, including several companies I have been associated with, with excellent service and advice for both shareholders, executives and employees alike over 18 years. Gavin has personally supported me in a key advisory role covering aspects such as: Partner Agreements, Governance, Executive & Employee Benefits, Risk Management and HR. My colleagues and I value the proactive support from Gavin and EAS including regular reviews of our pensions plus other employee benefits and would not hesitate in recommending the quality of the service and advice they provide.
Harriet does appear to really understand the way her clients think.
Where to find us
About us
We have been helping people with their finanaces since the early 1990s. Based in Cookham, our highly skilled team have the knowledge, expertise and experience to deliver outstanding results even in the most complex of situations. However, we also understand that technical ability is just part of the equation and we pride ourselves on our friendly and responsible service
Our services
Out team have expertise in all areas of Financial Planning however, we are really proud of our three Chartered Financial Planners and that the company has also recently been awarded Corporate Chartered status.
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