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 examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
We are whole-of market (i.e. fully independent) Financial Advisers based in Hornchurch Essex and Central London.
Our lead adviser Bill Paice has over 25 years’ experience helping clients make sense of their financial planning
We are ideally placed to advise clients in all parts of Essex through our Hornchurch office, and in addition we also advise clients throughout central London at our city based office at 44 Grosvenor Gardens, Victoria, London SW1W 0EB.
We advise on all areas of retirement planning, incorporating tax savings advice wherever possible. This includes Final Salary (defined benefit - DB) and other pensions and transfers, SIPPs and annuities.
We also specialise in investments, portfolio design and maintenance, incorporating ISA, unit trust / OEIC (open ended investment companies), Exchange Traded Funds (ETF), VCT (Venture Capital Trust), and EIS. Your tax position is important and we take care to maximise efficiencies.
We also advise on Estate Planning and IHT mitigation.
We also advise on traditional areas such as life insurance, critical illness and other protection products.
Bill is particularly good at identifying client's needs and clarifying their objectives. He enjoys investment work (including pensions and SIPPs) and spends much of his time managing clients' money, he has a good tax knowledge which aids sensible tax planning, obtaining even better results.
Paice Financial Planning offers a defined benefit pension transfer service.
With corporate clients we can distinguish the opportunities for owners and their planning needs through the company or as individuals.
Please see our testimonials page on the website.
31 St Leonards Way, Hornchurch, Essex, RM11 1FP
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