Finance Shop

Independent Financial Adviser  Finance Shop, Lowestoft, Suffolk, NR32 1PL
First meeting at adviser's own cost
Put us to the test, we are confident we can make a real difference to your finances.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
Nick Manning DipPFS
Consultant

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.

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

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 investment products and the application of the investment advice process.

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.

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

Tracey Bird DipPFS
Consultant

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 regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

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.

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.

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 financial protection plans.

Andy Cunningham FPFS
Consultant

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.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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 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 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.

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.

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 financial protection plans.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Chartered Financial Planner
What our clients say
“Professional, efficient and reliable service. Would highly recommend to others.”
Paul B, Lowestoft
“Very professional organisation. All transactions handled in complete confidence, and extremely pleased with Investments made. Would have no hesitation in recommending the services of Finance Shop.”
Jill B, Lowestoft
“I have dealt with Finance Shop for many years and found everyone friendly, experienced and helpful to me and my clients in pensions, investments and lifetime mortgages. I have no hesitation in recommending Steve James and his colleagues for such financial advice.”
David Watson, QualitySolicitors Norton Peskett
About us

Established in 1990, Finance Shop has grown to become one of the region's leading firms of Independent Financial Advisers. With offices in Norwich, Gorleston and Lowestoft, we have our roots firmly in East Anglia but also deal with clients across the country.
Our success has been built upon "word of mouth" referrals from existing clients and close relationships with solicitors and accountants.
With over 200 years of financial services experience within the firm and approaching £600 million of assets under management, we have the expertise and knowledge to be able to advise on all aspects of financial planning.

Our services

Our aim is to be known as East Anglia’s best Independent Financial Advisers. It is therefore vital to maintain the trust of our clients and ensure they receive a quality of service which is of a consistently high standard throughout the company. To underpin this commitment, we have a number of performance standards and initiatives that we feel will cement our relationship with both existing and new clients.

Where to find us
Head office address: Finance Shop, 61 Alexandra Road, Suffolk, Lowestoft, NR32 1PL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0.92 mi
We are Chartered Financial Planners, providing a professional, comprehensive service, with competetive charges.
 
Independent Financial Adviser 0.93 mi
Professional, Honest & Truly Independent Financial Advice without the jargon! We pride ourselves on excellent customer service.
 
Independent Financial Adviser 6.57 mi
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations
 
Independent Financial Adviser 6.78 mi
Put us to the test, we are confident we can make a real difference to your finances.