QED Financial Associates Ltd

Independent Financial Adviser  Regents Court, Penistone, South yorkshire, S36 6DT
First meeting at adviser's own cost
QED believe in providing quality financial advice and strive to deliver it in a professional manner, putting the client first.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Mark Sanderson Dip FA, AwPETR, MANI
Director

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

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.

John Gummerson DipFA, AwPETR
Director

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

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.

Wayne Harper DipFA, AIPW
Director

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

Lee White DipFA, AwPETR
Independent Financial Adviser

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

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.

Greig Godfrey DipFA, AwPETR, MANI
Independent Financial Adviser

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

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.

Jason Beecroft DipFA
Independent Financial Adviser

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

What our clients say
"Highly recommended to anyone who is looking for security in a very uncertain world" Financially and personally, the relationship has been a success and the investment growth, albeit in a fairly unsettled financial climate, has been impressive. Lee is very switched on, and his down to earth approach to complex subjects is reassuring. Highly recommended to anyone who is looking for security in a very uncertain world.
Mr W, Thurgoland
"He has helped us through the rise and fall of the markets" Wayne has always provided sound advice and been open and honest regarding financial situations. He has helped us through the rise and fall of the markets, always keeping in touch and ensuring we are happy with our investments. Wayne is always our first point of call whenever we have financial matters we wish to discuss.
Mr and Mrs S, Sheffield
"We have seen our capital steadily grow" We first met Wayne in early 1992. He immediately impressed with his financial awareness and, as a result, we changed direction with our savings at that first meeting which proved to be most beneficial. When Wayne became an I.F.A. we asked him to take on responsibility for our investments. Our instinct proved to be well founded as we have seen our capital steadily grow. The 'credit crunch' has affected most, if not all, investors. We are pleased to say, however, that as a result of Wayne's prudence, the financial downturn has affected us minimally.
Mr and Mrs R, Derbyshire
"I found Mark to be most helpful and professional, offering the advice I needed to prioritise and plan my finances for the future" I have had several meetings with Mark who I found to be most helpful and professional, offering the advice i needed to prioritise and plan my finances for the future. I held several workplace pensions from previous employers, Mark has helped me to plan for retirement by offering his company's products which will help to grow my pension provision. He is very knowledgeable of the current tax rules and this has enabled myself and my husband to draw down some capital now when we can gain the most benefit from the cash while still protecting our investments.
Mr and Mrs L, Huddersfield
"I have referred a colleague and a friend to John with extreme confidence and without hesitation and will continue to do so" John has advised myself and my wife in relation to our pensions and the reinvestment of pension finds. His advice throughout has been clear and thorough picking out from the mass of literature the relevant points that we needed to know. I have referred a colleague and a friend to John with extreme confidence and without hesitation and will continue to do so.
Mr and Mrs B, Wakefield
About us

QED Financial Associates Ltd are a team of experienced and qualified Independent Financial Advisers. Our commitment is to deliver a high quality financial advisory service to our clients.
As independent financial advisers we are able to offer you the best solutions for your financial needs. As we’re not tied to a particular company or organisation we can offer truly impartial advice.
No financial situation is the same and we offer unique and tailored advice to all our clients. Our advisers are happy to meet you at our offices, your place of work or your home.
We’re open and honest when it comes to your finances. We clearly explain your options whilst taking great care and consideration. Our clients appreciate our honesty and some have been with us for over 20 years.

Our services

Our team of experienced and qualified Independent Financial Advisers are committed to meeting with your objectives whether it’s planning your retirement, saving tax, saving for your children’s or grandchildren’s future, protecting your family, investing for growth or income, sourcing the best mortgage to meet with your requirements. We can also help you with growing and protecting your business as well as the key people within it.

Where to find us
Head office address: Regents Court, St Mary's Street, Penistone, Sheffield, South Yorkshire, S36 6DT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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