Kathryn Andrassy - Independent Financial Adviser

Independent Financial Adviser  Tony Revans Financial Planning, West Yorkshire, Wakefield, WF1 4AL
First meeting at adviser's own cost
Very well connected locally, sure to be of assistance with whatever you require.
We can advise you on
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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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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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Equity release
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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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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Buildings and contents
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Critical illness
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Healthcare
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Large business
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Life insurance
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Small business
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
MS Kathryn Andrassy DIP PFS, CERT CII (MP & ER)
Independent Financial Advisor

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

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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 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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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.

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.

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.

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.

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.

Accreditations
Chartered Financial Planner
About us

A highly skilled holistic Financial Planner and Mortgage Broker with 16 industry experience in personal/family and corporate areas holding the most prestigious qualifications in the industry, Chartered Financial Planner and Fellowship of the Industry, many client testimonials can be provided across all business areas.
If I can't assist I will ensure that I can find an answer for you through many local professional connections.
Highly respected references available upon request.
I am happy to help with any enquiry however trivial it may be.

Our services

Please be assured of a committed personal confidential service, for as long as you need it.

Where to find us
Head office address: Tony Revans Financial Planning, Unit 1A, Clarke Hall Farm, Aberford Road, West Yorkshire, Wakefield, WF1 4AL
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 2nd August 2021

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