I I B Financial Services

Independent Financial Adviser 7-8 Bedford Square, Loughborough, Leics, LE11 2TP

First meeting at adviser's own cost

Response rating

7.0/10

18th February 2019

Local advice with nearly 60 years of experience between the 2 advisers.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Small business
- Travel

Meet our advisers

Justin Crocker

Qualifications & Accreditations Hide qualifications

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.

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.

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.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

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.

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.

Where to find us

7-8 Bedford Square, Loughborough, Leics, LE11 2TP

About us

We offer fully independent, professional and unbiased advice on a wide range of financial products. Our specialities include Pension consolidation and Retirement planning including Drawdown policies, long term investment planning and tax and trust advice.

We are directly authorised by the FCA under number 692645

Our services

We offer a friendly and helpful service, either in your own home or at our local office. Once you become a client we will remain in regular contact with you and are here to help whenever needed.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Small business
- Travel

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum mortgage value

£0

Website

Contact options

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