Hamnett Wealth Management - Chartered Financial Planners
12th November 2018
We specialise in clear, unbiased financial advice delivered by highly qualified Chartered Independent Financial Advisors.
We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
- Small business
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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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
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
- Wealth management
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Long term care
- Long term care
Meet our advisers
Jonathan Rowley FPFS
Director (Chartered) FPFS Cert CII(MP & ER)
Qualifications & Accreditations
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
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.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
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.
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.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Accreditations
Phil Smith
Director
Qualifications & Accreditations
J01 - Personal Tax (CII)
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.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
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.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
Louise Gower
Independent Financial Advisor
Qualifications & Accreditations
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
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.
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.
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.
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
K20 - Pensions Investment Options (CII)
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
K10 - Retirement Options (CII)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Graham Walton
Independent Financial Adviser
Qualifications & Accreditations
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
What our clients say
Jonathan provided my elderly mother with a first class service until she passed away in 2013. As her only son, and living in Sweden, I needed to entrust her financial affairs to a local specialist. Hamnett Wealth were recommeded to us by our Solicitors and have always provided a wonderful service. I can highly recommend their services. Their office staff are also their secret weapon. Thanks.
I am an Accountant as well as a client of Hamnett Wealth. I used to work with Jonathan at PKF Accountants in Sheffield. We have known each other for 18 years and I am happy to refer my clients for independent advice. Their specialist pensions knowledge is a real benefit for myself and for our mutual clients.
We have used Hamnett Wealth for advice, both personally and for our engineering business, for the past 5 years. We appreciate the advice they deliver and the friendly staff that assist us on a regular basis.
Where to find us
160 Baslow Road, Totley, Sheffield, S17 4DR
Contact usAbout us
Hamnett Wealth Management-Chartered Financial Planners have been providing professional reliable and trusted personal Independent financial advice and investment advice since 1989. Based in the Totley area of Sheffield, we offer all prospective clients a free initial face-to-face review meeting, without obligation, where we will assess your needs and explain how we can help. We treat every one of our clients as an individual and take time to understand your own specific requirements, aims and financial objectives to make sure your future is secure. Our Independent Financial Planner Jonathan Rowley is a SOLLA Accredited Later Life Adviser. Call us now or email us at:
Our services
As Chartered Independent Financial Advisers, we offer a expert financial advice services for individuals, business owners and trustees. We cover a number of financial planning areas including Pensions, tax strategies, trust funds, long-term care planning and ethical investments. We also strategically partner with like-minded Solicitors and Accountants to provide integrated advice solutions to our clients. Many areas we deal in are seen as financially complex but we speak in plain English and explain everything to make the process as simple and easy as we possibly can. Call us now or email us at:
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