PensionTransferExpert.com

Independent Financial Adviser  Innovation Centre, Silverstone, Northamptonshire, NN12 8GX
First meeting at adviser's own cost
Award-winning Chartered Financial Planners delivering trusted Independent Financial Advice to our local community.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Group Pension/Stakeholder
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Chris Broome FPFS
Owner & Chartered Financial Planner

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.

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 UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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 assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

Accreditations
Chartered Financial Planner
About us

At retirement, your whole financial life essentially collapses down to one binary question; will your money outlive you or will you outlive your money?

We are holders of the prestigious Pension Transfer Gold Standard, issued by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society.

Financial advice firms who adopt and promote this standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.

Our mission is to help people make the right kind of retirement plan. It’s a much shorter, less complicated conversation than you might expect.

Clients of ours know that, whilst it’s reassuring that we hold the prestigious chartered financial planning and pension transfer specialist accreditation's, our team is focused on helping you to answer the one overriding question we all have – ‘are we going to be ok?'

Our services

Expert financial planning overseen by highly qualified and competent chartered financial planners, covering off:

- Personal Pensions
- SIPPs
- SSAS
- Retirement Planning

Where to find us
Head office address: Innovation Centre, Silverstone Circuit, Silverstone, Towcester, Northamptonshire, NN12 8GX
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
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 25th May 2020

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