Kingfurness and Associates Ltd

Independent Financial Adviser  All Saints Chambers, Hereford, Herefordshire, HR4 0AB
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Kathryn Twigg

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

Stuart Scott CERT PFS

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.

Paul Davies CERTCII DIP PFS CERTCII (MP)
Managing Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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.

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.

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

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

About us

Our business has nine professional members of staff who are able to deal with a variety of clients, our diversity of business sources encompasses the Corporate Market, Pensions, Investments both Onshore and Offshore, Inheritance Tax Planning Service, Long Term Care, Mortgage plus general financial services planning.
We have four qualified professional advisers with over 80 years experience who specialise and provide a Be-spoke service in all of the financial markets.
We provide an initial free meeting where solutions to needs and objections can be tailored to your requirements.

Where to find us

All Saints Chambers, 2/6 Eign Gate, Hereford, HR4 0AB

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd January 2020

Similar advisers near you

Independent Financial Adviser 0.09 mi
We strive to provide a first class service and build strong relationships with our clients.
 
Independent Financial Adviser 0.16 mi
Independent Chartered Financial Planner specialising in Pensions, Investments, Inheritance Tax & Care Fees Planning and Equity Release call <phone number hidden>
 
Independent Financial Adviser 0.3 mi
Helping our clients live the lifestyle they aspire to without fear of running out of money.