Gilbert Stephens Financial Services Ltd

Independent Financial Adviser Manor Office, North Street, Crediton, Devon, EX17 2BR

First meeting at adviser's own cost

Response rating

9.3/10

17th June 2019

We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Home reversion
- Remortgage
- Residential
Long term care
- Long term care

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Meet our advisers

Wyatt Loake

Financial Services Manager

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

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

CertPFS (DM) - Certificate Personal Finance Society (PFS)

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

MAQ - Mortgage Advice Qualification (CII)

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.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

Dip PFS - Personal Finance Society Diploma (PFS)

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

Diploma In Financial Planning (CII)

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

ER1 - Equity Release (CII)

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.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

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.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Marcus Quick

Financial Services Manager

Qualifications & Accreditations Hide qualifications

CF6 - Certificate in Mortgage Advice (CII)

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.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

CF8 - Certificate in Long-Term Care Insurance (CII)

ER1 - Equity Release (CII)

J06 - Investment Principles, Markets and Environment (CII)

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.

R01 - Financial Services, Regulation and Ethics (CII)

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

CertPFS (DM) - Certificate Personal Finance Society (PFS)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Accreditations

Where to find us

Manor Office, North Street, Crediton, Devon, EX17 2BR

Make an enquiry

About us

We are wholly owned by Gilbert Stephens LLP, a long-established Solicitors practice with over 100 staff in our offices in Exeter, Crediton, Ottery St Mary, Sidmouth and Budleigh Salterton. Our Financial Services team was established in 1988 as a department within the law firm to complement its high quality legal advice. We became a separate company in 2012. These close ties enable us to offer our clients a dedicated financial service which is seamlessly integrated with the advice of the legal practice. This is of particular benefit in taxation, inheritance planning, family matters and pension-sharing on divorce.

Our services

We specialise in investment for income and/or growth, pensions (including pension-sharing following divorce), long-term care, mortgage advice, estate planning and Inheritance Tax mitigation. Our personal approach is tailored to your individual needs. We work with Gilbert Stephens LLP Solicitors where integrated legal advice is required alongside our financial recommendations. We are committed to treating you fairly and always put your interests first. We take time to understand your requirements in order to achieve your objectives. We provide an estimate of our fees at the outset for both the provision of initial advice and our ongoing services.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Mortgages
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Home reversion
- Remortgage
- Residential
Long term care
- Long term care

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Special offers

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Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

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Contact options

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