Faraday Financial Planning Ltd

Independent Financial Adviser  St Mary's Court, Amersham, Buckinghamshire, HP7 0UT
First meeting at adviser's own cost
We offer a cup of freshly ground coffee (and a second opinion) to anyone with investments of £250,000 plus
We can advise you on
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Buy my next home
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Equity release
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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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Unit trusts
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Healthcare
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Taxation planning
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Stockbroking services
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Tony Clarkin
Director

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

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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.

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.

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This examination assesses a knowledge and understanding of financial protection plans.

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.

Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard
What our clients say
For me, Tony is at the forefront of modern financial planning in the UK. His unique approach to financial planning enables his clients to identify and visualise the life they intend to lead whilst also helping them to plan and manage their wealth in the best way to realise their individual goals.
John Scholes, Hertfordshire
Tony is very thorough and provides me with a high quality service. From day one he talked about long term service, relationship and commitment and he delivers on all fronts. I highly recommend him.
Rami Hayek, Managing Director HSBC Hong Kong
About us

We coach successful families and help them to preserve wealth for themselves and for future generations.

Our services

1 Listening
2 Speaking in Plain English
3 Making complicated stuff easy to understand

Where to find us
Head office address: St Mary's Court, The Broadway, Amersham, Buckinghamshire, HP7 0UT
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020

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