Giliker Flynn Independent Wealth Ltd

Independent Financial Adviser  2 Gower Street, Newcastle, Staffordshire, ST5 1JQ
First meeting at adviser's own cost
Chartered Firm with VouchedFor's Top Rated award. Regular features on BBC Radio Stoke.
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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Buying first home
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Wealth management
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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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Unit trusts
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Lump sum
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 27th January 2020
Meet our advisers
Frances Giliker
Chartered Financial Planner

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

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

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

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 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 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 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 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 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.

Accreditations
Chartered Financial Planner
Christopher Flynn
Wealth Planner

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

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

About us

We offer impartial, fully independent advice and aim to establish close relationships with our clients. We are Chartered Financial Planners and members of the Personal Finance Society. We pride ourselves on offering highly personalised and bespoke service where not one client is treated the same. Our advisers are happy to meet you at your choice of location including your home, place or work or at our office in Stoke on Trent. We understand that making financial decisions can be a daunting process and therefore welcome our clients to come in for a free initial consultation. This can give you the opportunity to ask any questions and gain an understanding of any processes involved in the area of advice you seek.

Clear and Transparent
Once you have had the opportunity to speak to one of our advisers during the Free Initial meeting, you will then be given the exact cost of the advice you require, so that you are able to make an informed decision. There are never any hidden costs and you will be required to sign an advice charge agreement before any work is carried out.

Our services

We pride ourselves in our down to earth yet knowledgeable approach. Our client's needs are always our number one priority.

Where to find us

2 Gower Street, Staffordshire, Newcastle, ST5 1JQ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th January 2020

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