HSC Financial Advisers
10th September 2018
We provide our client's with tailored financial advice focussing on their needs and objectives and attitude to risk.
We can advise you on
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Small business
-
Business
- 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
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- 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
-
Mortgages
- Buy to let
- First time buyers
- Remortgage
- Residential
- Self employed
Meet our advisers
Howard Coleman Dip PFS
Managing Director
Qualifications & Accreditations
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.
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.
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.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Jonathan Sidlin BA (Hons), Dip PFS
Financial Adviser
Qualifications & Accreditations
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.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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.
Where to find us
94-96 Merton High Street, London, SW19 1BD
Contact usAbout us
We have been in business for over 40 years and are well established within the South London area. We are specialists in financial planning for personal, family, and individual businesses and small companies. We pride ourselves on offering our clients a personal and friendly service dealing with all enquiries promptly. Our Financial Advisers are diploma qualified and are members of the Personal Finance Society.
Similar advisers near you
Based on Wimbledon Broadway since 1987, with Chartered and qualified experienced advisers providing independent advice for all financial planning.
We have been successfully delivering personal friendly services to a wide range of clients since 1990.
With over 23 years of Industry experience, I offer Independent advice and an on going service as circumstances change.
Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.
