Mansion Park Limited

Independent Financial Adviser Tournament House, 4 Tournament Way, Ashby-de-la-zouch, LE65 2UU

First meeting at adviser's own cost

Response rating

7.0 /10

9th December 2019

Mansion Park Limited provides astute individual and corporate clients from all walks of life with an exceptional service.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- SIPPs
- Stakeholder
Mortgages
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Tax & trust planning
- Estate planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

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Meet our advisers

Gary Puffett

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

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.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations

John Crichton

Qualifications & Accreditations Hide qualifications

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

DipFA - Diploma for Financial Advisers (LIBF)

David R Head

Managing Director

Qualifications & Accreditations Hide qualifications

CF9 - Pensions Simplification (CII)

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.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

What our clients say

I would like to thank you Keith at Mansion Park for all your time and help you provided me when at a loss to understand my pension. You were so professional and put it all into laymen's terms so I could see it for myself. As I stated, my late Husband used to see to all of this side of things and without him I was useless, especially with only 5 year to my retirement. Thank you again for your guidance, it was truly a great help. I would recommend highly your services

Anon, Anon

Many thanks for your efforts on my behalf. I'm very happy with the results, which I certainly could not have achieved without your expertise. I will most definitely recommend you and the company further.

Anon, Anon

Where to find us

Tournament House, 4 Tournament Way, Ashby-de-la-zouch, LE65 2UU

Make an enquiry

About us

Mansion Park Limited is an independent financial advice company based in the Midlands, with advisers based across nearly all parts of the United Kingdom.
Our dedicated advisers can help you make informed decisions about your financial future. We will work with you to build a tailored financial plan based on your financial goals and needs and help you put that plan into action.

Our services

We offer advice on a whole range of financial services:
Personal
• Retirement and pension planning
• Investing for capital growth or income
• School fees planning
• Tax planning
• Protection against critical illness
• Income protection
• Inheritance planning
• Long-term care
• Family protection life assurance
• Mortgage services
• Property portfolio
• General Insurance
Corporate
• Auto-enrolment
• Employee benefits implementation and management
• Flexible employee benefits menu systems
• Group and executive Pension schemes
• Group income protection
• Group death-in-service, dependants benefit schemes
• Partnership and directors share protection
• Key person business protection

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- SIPPs
- Stakeholder
Mortgages
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Tax & trust planning
- Estate planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£50,000

Minimum mortgage value

£0

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Contact options

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a call back Show number Recommend to a friend

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