Mountstone Partners

Independent Financial Adviser  24 Berwick Street, London, Greater london, W1F8RD
First meeting at adviser's own cost
We provide independent financial planning and investment advice for private clients and their families. We take a holistic approach to our client's circumstances and offer advice on all aspects of an individual's personal financial planning.
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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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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Investment trusts
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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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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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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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EEA
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Rest of world
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Howard Knights
Chartered Financial Planner

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.

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

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations
Chartered Financial Planner
About us

We design, create and manage investment portfolios for private clients according to their own specific requirements and objectives. Our process is driven by our three core principles - simplicity, transparency & security.

Our services

- Holistic, independent financial planning;
- Tailored investment management solutions;
- Trusted long-term relationships.

Where to find us
Head office address: 24 Berwick Street, London, W1F 8RD
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020

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