Ips Financial Solutions Limited
20th May 2019
We can advise you on
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Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self build
- Self employed
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Insurance & protection
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Business
- Commercial mortgages
- Group income protection
- Group protection
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pensions & retirement planning
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
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Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
-
Financial planning
- Wealth management
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Long term care
- Long term care
Meet our advisers
Peter Georgiou
Nick Polzone
Director
Qualifications & Accreditations
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
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.
J02 - Trusts (CII)
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.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
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.
P Adamou
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.
J02 - Trusts (CII)
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.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
Where to find us
South Point House, 321 Chase Road, Southgate, London, N14 6JT
Make an enquiryAbout us
This is a small firm with roots going back over 30 years. There are currently 3 advisers with over 50 years experience between them. Our aim is to keep providing bespoke financial planning solutions in a professional manner but with a caring touch. Our assistance had enabled our clients to achieve their personal, financial and business goals due to our desire to grow with them via a "silent partner" approach.
Similar advisers near you
We specialise in providing financial advice to make the most of your money and enable the lifestyle you desire.
Our goal is to provide clear, effective, ongoing bespoke strategies for protecting, preserving and growing our client's wealth and wellbeing.
Helping you to reduce tax, grow your money and provide certainty in retirement and long term care
We understand that everyone’s different, and that’s why our financial planning approach is as individual as you.
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