Lothbury Pendil Chartered Financial Planners

Independent Financial Adviser  John de Mierre House, Haywards Heath, West Sussex, RH16 1UA
First meeting at adviser's own cost
We help you plan, review and achieve your financial goals. We have a very honest and open approach with clients which including discussions about costs and charges.
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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Equity release
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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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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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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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Group Pension/Stakeholder
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
Mr Trevor Garson FPFS
Chartered Financial Planner

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

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.

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.

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.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

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 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.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Accreditations
Chartered Financial Planner
About us

Like you, we are individual and independent. Our team will work with you to create a bespoke financial plan based on your needs and your needs alone.

We won't try to strongly promote a particular investment, encourage you to follow fads or categorise you.

We have offices in London and across the South East providing financial planning for Individuals, Companies and Trusts.

Whether you you are looking for a complete holistic planning service or help with a one of piece of advice, we are happy to have a chat and will help if we can.

Our services

When we approach financial planning, we start with a blank sheet. We know each person’s needs are different, so we will never try to advise an "off the shelf" plan. The plan we build together will be for you and only you.

We will make it very clear what we will be doing for you, how it will benefit you and all the charges involved with our advisory services.

Where to find us
Head office address: John de Mierre House, 20 Bridge Road, Haywards Heath, West Sussex, RH16 1UA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Lothbury Pendil Financial Services Ltd is an appointed representative of TenetConnect Limited.

Lothbury Pendil Financial Services Limited is registered in England and Wales. Company number 07123731. Registered address: 8 Laurence Poutney Hill London EC4 0BE.

Response rating
7.0/10
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FCA authorised
Last authorised 7th June 2021

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