Podium Financial Limited

Independent Financial Adviser  Rangers, Haslemere, Surrey, GU27 1EL
First meeting at adviser's own cost
Friendly, honest and unpressurised approach to retirement planning and investment advice.
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 review
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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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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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Darryl Barr APFS
Chartered Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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 assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

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.

Accreditations
Chartered Financial Planner
What our clients say
I have known Darryl for a number of years, both as a friend and a financial advisor. Some years ago I sought Darryl's advice on possible investments I wished to make as I approached retirement. I found Darryl to be extremely professional and competent in his role as a financial advisor with a very sound understanding of the financial markets and he advised me accordingly without being overbearing in any way. I was given time to consider his suggestions which I decided to follow. His advice proved accurate as I have benefitted and continue to do so in the years which have passed. I would have no hesitation in recommending Darryl as a first class financial advisor.
Ken, Petersfield
I originally approached Darryl asking for help to consolidate all my pensions from previous jobs, rather than having them spread out with several different institutions. After some initial discussions, Darryl put a plan together for me, explaining my options and making recommendations, whilst answering my numerous questions. Once we had agreed on a way forward, he proceeded to quickly and professionally arrange this, with a minimum of fuss, and kept me informed at every step. Now everything is sorted, and I'm happy that I made the right choice. I can't recommend him highly enough.
Andrew, Liss
After having some problems and losing trust in the financial company I was with, I was advised to talk to Darryl. When I spoke to him about my pension, he immediately made me feel comfortable and more secure. He was clear and concise in response to my questions, and his professional approach and calm manner meant that I felt better prepared to make a decision about what to do next with my pension.
Ian, East Sussex
When I decided to retire, Darryl worked with me, giving me a clear and comprehensive review of my pension portfolio and future options. He was extremely thorough and provided me with impartial advice, patiently answering all of my questions. I would not hesitate in recommending Darryl as a financial advisor to anyone looking for expert advice on financial planning for retirement.
Stuart, Surrey
About us

Podium Financial is a locally based independent firm that is able to advise on a wide range of issues, including general investment and retirement planning, reviewing the tax efficiency of portfolios and mitigating inheritance tax.

We offer a completely independent advice service without restriction or bias. This means that we are able to research the whole of the market, and select the most appropriate products and services to meet our client's needs.

Our services

We provide a friendly, professional, and exceptional level of customer service by putting you at the centre of everything we do, in order to build strong, mutually beneficial, long term relationships.

Where to find us

Rangers, Weycombe Road, Haslemere, Surrey, GU27 1EL

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 24th February 2020

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