P J Aiken Ltd

Independent Financial Adviser P J Aiken Ltd, 4 Trinity Street, Dorset, Dorchester, DT1 1TT

First meeting at adviser's own cost

Response rating

9.0/10

13th May 2019

We offer a bespoke and personable service, and are committed to providing clients with a professional experience.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

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Meet our advisers

Katrina Gregory

Managing Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Gary Collins

Director

Qualifications & Accreditations Hide qualifications

CeFa - Certificate for Financial Advisers

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

FP3 - Identifying and satisfying client needs (CII)

This exam accesses understanding of identifying and satisfying client needs.

FP2 - Protection, savings and investment products (CII)

This exam accesses understanding of protection, savings and investment products.

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

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

AdvDipFA - Advance Diploma in Financial Advice (LIBF)

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.

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.

Accreditations

Jon Ellis

Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

Where to find us

P J Aiken Ltd, 4 Trinity Street, Dorset, Dorchester, DT1 1TT

Make an enquiry

About us

Established in 1974, we provide a bespoke service to our clients with high quality impartial advice in order to meet their objectives.

We offer a professional and personal approach and aim to take into account our clients best interests at all times. As part of our ongoing commitment we offer a technical advisory service to both corporate and private clients and work with other professionals to ensure the advice they receive is always correct and up to date.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

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

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£50,000

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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