Foster Denovo - Nikki Rowell

Restricted - Whole of Market  1st floor, 8 Eastcheap, London, Greater london, E14 3UG
First meeting at adviser's own cost
Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice
We can advise you on
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Annuity purchase
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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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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Sharia finance
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Nikki Rowell
Chartered Financial Planner

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, long term care insurance products and the giving of long term care insurance advice.

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

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

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

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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

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

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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

Accreditations
Chartered Financial Planner
About us

We are a multi award winning firm of financial and wealth advisers.
Our advisers work with individuals and their families, helping to address immediate financial concerns and building financial plans to achieve longer term ambitions.
We advise on most general financial planning areas; optimising your savings and investments; retirement advice; at-retirement and pensions advice (including pension freedoms and defined benefit transfers); wealth preservation; estate planning and makings sure you have enough protection of the unforeseen was to happen.

Our services

I am a Chartered Financial Planner, also authorised to act as a Pension Transfer Specialist.
I help my clients with investment management, accessing the right solutions and providers to suit them and with preferred rates.
I use technology, particularly cash flow modelling, to help my clients with difficult queries such as when can I afford to retire? how much can I afford to give away to my children? and advise on a bespoke solution to achieve efficiently.
I have expertise with complex pension issues; including maximising contributions, handling the lifetime allowance, defined benefit pension transfers and expert witness legal work.

Where to find us
Head office address: 1st floor, 8 Eastcheap, Greater London, London, EC3M 1AE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 25th May 2020

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