Gyr Financial Consulting Limited
18th February 2019
We work in partnership with clients to ensure that they receive the best service and advice thats right for them.
We can advise you on
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
Meet our advisers
Andrea Purdie Chartered MSCI,FPFS
Director
Qualifications & Accreditations
SV1 - Saving and Investment (CII)
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
CF9 - Pensions Simplification (CII)
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.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
FPFS - Fellow, Personal Finance Society (PFS)
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.
APFS - Associate, Personal Finance Society (PFS)
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.
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.
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.
Chartered Financial Planner (CII)
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.
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
K10 - Retirement Options (CII)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Accreditations
Daniel Haley FPFS
Trainee Financial Planner
Qualifications & Accreditations
Regulated Diploma in Financial Planning (CII)
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
AF1 - Personal Tax and Trust Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
FPFS - Fellow, Personal Finance Society (PFS)
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.
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.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
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.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
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.
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Accreditations
What our clients say
Andrea is a breath of fresh air as my IFA. As you can imagine, as a practicing solicitor for over 30yrs I’ve met many IFAs; indeed we as a firm at one stage had our in-house IFA; and they come in all shapes & sizes, often promise the moon and then underperform. I can’t recall exactly when I first met Andrea but I’m guessing it was about 10yrs ago. I was impressed by her pragmatic approach, not trying to blind me with financial wizardry and quickly grasping what my objective was over a period of years. I entrusted to her all my financial affairs so she knows the full picture and not just half of it (important I think) and can honestly say that the period in her tender care has seen my personal finances as ordered and as structured as they’ve ever been.
Andrea made every attempt to get to know me and by doing so quickly understood how much detail I wanted to know and how much I was happy to leave to her. We meet up probably 3 or 4 times per year but Andrea would be happy to meet more often or less often as I would like. We also communicate regularly by e-mail and occasionally by phone. When we meet, Andrea takes me through my portfolio step by step so we can see what has performed well and what less well. She makes suggestions as to what investments we might change and 90% of the time I take her recommendation. So I always feel that I have control even though on a day-to-day basis it’s Andrea supported by her assistant (Jane) who are in reality handling everything.
During my years with Andrea, you can imagine things have been pretty tough since the market collapse in 2008. I’ve no doubt that many private individuals got pretty much wiped out but Andrea safely shepherded me through it by carrying a good spread of investment. The market still has many challenges and I’m not many years away from retirement so I have no opportunity to make good any big setbacks; the fact that I’m in effect entrusting my prosperity in retirement entirely to Andrea I think tells you the level of trust I have in her.
So from me Andrea gets a ringing endorsement.
Where to find us
5 Whiteoak Square, London Road, Swanley, London, Kent, BR8 7AG
Contact usAbout us
Gyr Financial Consulting is a firm of wholly independent hollistic financial planners, providing a high quality level of service, impartial fair advice, based upon expert knowledge of financial markets, taxation and legislation. We have over 100 years experience and are highly qualified. We are looking to build long term relationships with our clients and put the needs and objectives of our clients at the heart of the advice process.
Our services
Our main aim is to focus on our customers, we aim to provide excellent service and advice to our clients, with integrity and we aim to build trust over a long term relationship, which is very important to us.
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We offer truly independent and personalised financial advice at competitive rates. Trust and integrity are our watchwords.
We specialise in Pensions, including Final Salary/Defined Benefits, Investments, Trusts and Inheritance Tax planning.
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We offer a free no obligation initial meeting at our offices, your home or other venue of your choosing.
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