Independent Financial Solutions

Independent Financial Adviser 23 Brookside Road, Old Bedhampton, Havant, Hants, Hampshire, PO9 3JL

First meeting at adviser's own cost

Response rating

9.2/10

15th October 2018

- Personal professional service - Adviser with over 30 years experience - At Retirement & Annuity advice a speciality (any £ fund size)

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum

Meet our advisers

Paul Huckle DipPFS

Partner

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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.

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.

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.

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.

Where to find us

23 Brookside Road, Old Bedhampton, Havant, Hants, Hampshire, PO9 3JL

About us

Established for over 25 years.
We also advise individuals on lump sum investments, life and critical illness protection, TAKING PENSION BENEFITS at retirement and sourcing the BEST PENSION ANNUITY or DRAWDOWN INCOME, financial planning during retirement, and income protection (employed and self-employed). All advice is personalised and products are tailored to each client's individual circumstances. Senior advising partner has attained AFPC (advanced CII level), and in recognition, can use the designation 'DipPFS'.

Our services

CONFUSED BY THE NEW PENSION FREEDOM CHOICES?
We offer a personal, professional & reliable service for clients looking for RETIREMENT OPTIONS advice, and have specialist knowledge and experience to guide you through the many options available at this important stage in your financial planning, when you are ready to access your pension fund(s).
We tailor advice to your individual circumstances, including health/lifestyle details and attitude to investment risk when considering all relevant RETIREMENT INCOME OPTIONS, including ANNUITY & DRAWDOWN to ensure you obtain the best and most appropriate type of income.

Compliance

Independent Financial Solutions is a trading style of PA & MA Huckle which is an appointed representative of Tempus. Tempus is authorised & regulated by the Financial Conduct Authority

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum

Advice methods

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

Special offers

Choose an Unbiased exclusive special offer:

Free pension healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£20,000

Minimum mortgage value

£0

Compliance

Independent Financial Solutions is a trading style of PA & MA Huckle which is an appointed representative of Tempus. Tempus is authorised & regulated by the Financial Conduct Authority

Contact options

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