HSC Financial Advisers
9th September 2019
We provide our client's with tailored financial advice focussing on their needs and objectives and attitude to risk.
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Mortgages
- Buy to let
- Buying first home
- Next home / Remortgaging
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
-
Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Business
- Employee benefits
- Group pensions
- Group protection
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 Consultant
Qualifications & Accreditations
Certificate in Equity Release
This qualification assesses a knowledge and understanding of the mortgage process and the principles of
equity release.
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.
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.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
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.
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.
Where to find us
94-96 Merton High Street, London, SW19 1BD
Make an enquiryAbout 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
Our Chartered and Independent Financial Advisers provide:- Investment and retirement advice, financial planning, cash flow modelling, and inheritance tax mitigation
We specialise in the pension and equity release areas and also offer the option of a performance based ongoing service.
We have been successfully delivering personal friendly services to a wide range of clients since 1990.
Helping you create a secure financial future with maximum return from your investments.
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