LenRose Wealth Management

Independent Financial Adviser Woodland Place, Hurricane Way, Wickford, SS11 8YB

First meeting at adviser's own cost

Response rating

7.0/10

10th June 2019

We provide professional independent financial planning advice for personal and business clients. We cover Protection, Retirement Planning, Investments and Mortgages.

We can advise you on

Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

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Meet our advisers

Jonathan Hales DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

CF4 - Retirement Planning (CII)

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

CF3 - Financial Protection (CII)

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

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

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.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R02 - Investment Principles (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Where to find us

Woodland Place, Hurricane Way, Wickford, SS11 8YB

Make an enquiry

About us

LenRose Wealth Management is a trading style of Active Financial Partners Ltd who are a national firm of Independent Financial Advisers covering all aspects of financial planning specialising in wealth management for pensions, investments, inheritance tax planning and trusts. We offer whole of market advice and free initial consultations to discuss your financial planning needs. Please contact Jonathan Hales for further information either by phone / or email -

Our services

The Financial Planning process is a comprehensive look at what your goals are and how you can achieve them. One area we are particularly proud of is our client proposition for wealth management clients. We can provide proactive management of your personal pensions and investments with quarterly reviews, maximising gains and minimising losses. Are you getting the best return you can on your investments? Inherited some money and need guidance? Have a deferred pension that needs a review? Whatever your financial planning concerns we are here to help.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

LenRose Wealth Management is a trading style of Active Financial Partners who are authorised and regulated by the Financial Conduct Authority. Our FCA number is 301860

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Advice methods

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

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

LenRose Wealth Management is a trading style of Active Financial Partners who are authorised and regulated by the Financial Conduct Authority. Our FCA number is 301860

Make an enquiry Request a call back Recommend to a friend

Contact options

Make an enquiry Request
a call back Recommend to a friend

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