Friarsgate Financial Planning

Independent Financial Adviser  1 Grey Friars, Chester, CH1 2NW
First meeting at adviser's own cost
We are a firm of independent financial advisers, who have a reputation for giving jargon-free financial advice.
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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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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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
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Darren Jacobsen DipPFS
Independent Financial Adviser

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

Cert CII (MP)

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

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 qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

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.

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

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Mr Darren Booth DipPFS
Director & Independent Financial Adviser

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 an ability to analyse financial protection planning issues.

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

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

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 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.

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

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

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

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

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

This exam accesses understanding of identifying and satisfying client needs.

Mr Eddie Gamon DipPFS
Independent Financial Adviser

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

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

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

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.

This unit concentrates on products, services and legislation that inform the financial planning and advice process.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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 examination assesses a knowledge and understanding of financial protection plans.

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

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

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

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

This exam accesses understanding of identifying and satisfying client needs.

Mr Gary Slater PFA DipIP AwPETR
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

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 assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

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 pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Mr Peter Chappell FPC MAQ
Mortgage & Protection Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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

This exam accesses understanding of identifying and satisfying client needs.

Mr Richard Medlicott FPFS
Chartered Financial Planner

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

Cert CII (MP)

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

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

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

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 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 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.

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

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 basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

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

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Mr Gavin Kane APFS
Chartered Financial Planner

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

Cert CII (MP)

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

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 helps advisers develop and demonstrate their financial planning capabilities. 

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 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.

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.

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

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.

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 recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

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

Mr Mike Ryan DipPFS
Independent Financial Adviser

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

Cert CII (MP)

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

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

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

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.

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

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

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

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

This exam accesses understanding of identifying and satisfying client needs.

Ms Sue Allison DipPFS
Independent Financial Adviser

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

Cert CII (MP)

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

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.

Mr Chris Hargreaves Chartered FCSI
Independent Financial Adviser

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

Cert CII (MP)

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

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

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

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

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 a knowledge and understanding of financial protection plans.

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

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

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

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Mr Kevin Langley DipPFS
Independent Financial Adviser
Cert CII (MP)

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

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

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

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 a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

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

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

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

This exam accesses understanding of identifying and satisfying client needs.

Mr Dave Richards
Corporate Protection Specialist
Mr Paul McDermott DipPFS
Independent Financial Adviser
About us

Friarsgate Financial Planning are a firm of Financial Advisers based in Chester City Centre. We are completely independent, we are not tied to any panel or company and can offer impartial advice based on products from the whole market place. Regular reviews are also offered to take account of changes in your life and also changes in the financial market place.

We were formed in 2019 as a result of a merger between 2 local companies, Arrow Financial Services based in Chester and D&G Independent based in Mold. With both companies sharing a commitment to Independent Financial Advice and with talented young advisers in both companies, a merger brings about a clear succession-planning path, ensuring the company is well-positioned to prosper for many years ahead, providing excellent service to both new and existing clients.

Our services

As independent financial advisers, our aim is simple – to give you expert advice at a level and depth to suit your individual needs.

We work with City based investment specialists, Square Mile, to help our clients develop the most appropriate portfolio structure to meet their individual financial goals. Their highly experienced, expert team of analysts work to identify funds to match clients investment objectives over the long term.

We are also very excited to announce we have teamed up with the Sense Network, who we have recently engaged to provide us with ongoing business and regulatory support. Sense are committed to independent financial advice and provide robust and fair compliance procedures, which in turn allows us to get on with devoting our time and energy to looking after our clients.

Where to find us
Head office address: 1 Grey Friars, Chester, CH1 2NW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Friarsgate Financial Planning Ltd is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Friarsgate Financial Planning Ltd is entered on the Financial Services register <url hidden> under reference number 913194.

Registered in England No: 11988610 Registered Office: 1 Grey Friars, Chester, CH1 2NW

Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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