Impartial Financial Advice Ltd

Independent Financial Adviser  Impartial Financial Advice Ltd, Ascot, Berkshire, SL5 7ET
First meeting at adviser's own cost
The best financial advice is often the most straightforward.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Andy Findlay Dip PFS
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

- We are a friendly, client-centric & forward thinking Independent Financial Advice practice, operating in Ascot, Berkshire & the surrounding Home Counties.
- We provide high integrity, fee based, impartial advice, on the full spectrum of personal Financial Planning & Wealth Management.
- Initial meeting offered at our expense, to explain what we do & confirm you will benefit from our professional & considered advice.
- We favour investment & pension solutions with low ongoing charges, leaving more for the investor.
- Our promise to you is no change for changes sake. Sometimes your existing products and funds will remain suitable. Clearly there is inherent value in such advice, either way.
- Fixed Fees charged for Research & for full Advice & Implementation of your financial plan & any new products.
- Two levels of optional Ongoing Review Service offered.
- Transaction only advice service - also offered.
- Financial Services Register number: 833372. Registered in England and Wales number: 11749650. Registered office address: 20-22 Wenlock Road, London, N1 7GU.
- Impartial Financial Advice Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Our services

- We advise on Pensions, Investments, Ethical & Socially Responsible Investments, Mortgages, Protection (Life Assurance, Income Protection, Critical illness cover), Business Protection (Key Person Cover & Shareholder Protection), Long Term Care Fees Planning, Trusts & Estate Planning.

Where to find us
Head office address: Impartial Financial Advice Ltd, Index House, St George's Lane, Ascot, SL5 7ET
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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