Protexx Mortgage & Financial Services

Independent Financial Adviser Protexx (Uk) Limited, 8 North Street, Leighton Buzzard, Bedfordshire, LU7 1EN

First meeting at adviser's own cost

Response rating

7.0 /10

19th August 2019

You will find our company offers a flexible, personal, friendly and effective service without fancy jargon or sales pressure.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Investments
- ISAs
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Douglas J Ryder Dip PFS, Cert (MP) CII

Director & Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

CF9 - Pensions Simplification (CII)

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.

G10 - Taxation and Trusts (CII)

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.

MAQ - Mortgage Advice Qualification (CII)

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.

SV1 - Saving and Investment (CII)

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.

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.

What our clients say

We have found the company to offer excellent customer service which is why we used their services again and would recommend to anyone.

MC, Addlestone, Surrey

I found Doug Ryder very helpful. Any questions I had, Doug put my mind at rest. On the whole it was a pleasure talking to him and he made me feel at ease.

MW, Milton Keynes

Overall a very helpful and pleasant experience that has enabled a quick, essential review of my financial situation - without 'sales pitch' pressure and helped me get money back from the Tax Office. Much appreciated, thank you!

CJM, Northampton

Where to find us

Protexx (Uk) Limited, 8 North Street, Leighton Buzzard, Bedfordshire, LU7 1EN

Make an enquiry

About us

Established in Leighton Buzzard since 1979, our first meeting, which is at our expense, can be in the comfort of your own home or at our offices entirely without obligation. The first meeting will give you a chance to find out how we work, and ask any questions that you may have, and gives us the opportunity to discuss how our services may be of use to you. Our advisers can provide a comprehensive professional service offering advice on a variety of products including pensions, mortgages, protection, ISA's and savings plans.

Our services

We believe that we work in a friendly, relaxed manner that you will find refreshing. We treat each and every customer as an individual and not just 'another customer'. We are a family business so we know that individual service really counts.

Compliance

Protexx (UK) Ltd is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates the financial services industry in the UK and their address is 25 The North Colonnade, Canary Wharf, London, E14 5HS. You can check this on the FCA’s Register by visiting the FCA’s website at the following address www.fca.org.uk/firms/financial-services-register FCA No. 430871 or by contacting the FCA on 0800 111 6768

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We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Investments
- ISAs
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

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Contact options

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a call back Show number Recommend to a friend

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