J M Wakeling Independent Financial Advisers Ltd

Independent Financial Adviser  Church House, Billericay, Essex, CM12 9BS
First meeting at adviser's own cost
Out of hours and SATURDAY appointments available.
We can advise you on
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Annuity purchase
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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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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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Critical illness
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Income protection insurance
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Life insurance
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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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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
John Wakeling DipPFS
Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

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 an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of financial protection plans.

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.

About us

J M Wakeling Independent Financial Advisers provide a personal advice service suited to your individual needs and requirements for your future financial planning.

John Wakeling has over 23 years financial services experience including time with a major High Street Bank and an International Investment Firm.

We offer advice on a broad range of products/services from the whole market but specialise in Investment & Retirement Planning.

Where to find us
Head office address: Church House, 46 High Street, Billericay, Essex, CM12 9BS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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