Four Seasons Financial Planning Ltd

Independent Financial Adviser  Global House, Surrey, KT18 5AD
First meeting at adviser's own cost
We are passionate about delivering to your needs and guarantee value for money.
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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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Corporate pension
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Employee benefits
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Group ISA
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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
9.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Raymond Martin
Managing Director

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, lifetime mortgage products, repayment options and the giving of mortgage advice.

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 a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

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

What our clients say
Ray Martin/Four Seasons Financial Planning has provided financial support to our family for many years. He has provided excellent support to my mother around her investments to provide income plus making provision for her grandchildren, plus provided my husband and I with mortgage and borrowing advice. A genuine and trustworthy person who possesses excellent financial knowledge and who explains things to lay people like us in a clear and understandable way. A pleasure to do business with!
Jo Hopkins, London
About us

Four Seasons Financial Planning specialise in retirement advice both pre and at retirement. We believe it's better to prepare than repair.

Our services

We are more interested in you, your needs and aspirations, rather than products. It's only after planning to meet your needs can we start to build solutions. We are so confident in our work that we are one of small number of companies to offer a guarantee.

Where to find us
Head office address: Global House, 1 Ashley Avenue, Epsom, Surrey, KT18 5AD
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021

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