Financial Framework Wealth and Estate Planning Ltd

Independent Financial Adviser  Wellington Way, Weybridge, Surrey, KT13 0TT
First meeting at adviser's own cost
More and more these days, it takes a certain level of skill and a deep understanding on all the options to make the most of your financial position. The days where people had investments looked after by one business, their pension with another and a range of other services by someone else are all but over.  We believe that the best approach to maximising your financial position comes from working with someone who can provide truly holistic advice across everything.  The best advice, and thus the best outputs, we believe, come from working with people who intrinsically understand every element of your financial position to help you make the most appropriate decisions.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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EEA
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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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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Simon Jones
Simon Jones

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

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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.

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 assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

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.

Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.

This exam accesses understanding of the financial services industry including regulation and legislation.

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

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

About us

We provide the financial framework you'll need to stay in control of your planning throughout your life. The path to financial security isn't an easy one to walk on your own. We listen to you and understand your aspirations. Then we’ll help make them happen by explaining all the options available, enabling you to make an informed decision.

Our services

We offer a range of financial services including investment advice, wealth management, retirement planning, tax planning and intergenerational financial planning through the use of Trusts and tax planning tools. We offer advice to individuals and businesses.

Where to find us

Wellington Way, Brooklands Business Park, Weybridge, Surrey, KT13 0TT

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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