Quantick Financial Services
12th November 2018
Free initial consultation given in the following areas:
Pensions, Investments, IHT Planning, Protection Insurance, Household Insurance and Wills
We can advise you on
- Investing for income
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension drawdown
- Pensions & retirement planning
- Pensions review
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
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Qualifications & Accreditations
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.
Diploma in Professional Financial Advice (SQA)
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
Where to find us
26 Berkeley Crescent, Radcliffe on Trent, Nottingham, Nottinghamshire, NG12 2NW
Directly authorised firm set up in 2010.
Currently has just under four hundred clients and manages assets between twelve to thirteen million pounds. I am the sole adviser in the business plus an introducer who has worked with me since the firm was set up.
I have thirty eight years of experience in financial services and consider that in that time I have gained a fair bit of knowledge of the industry.
Try to give a balanced view of the market place and try to provide the relevant products which meet the needs and objectives of the clients.
Dealing mainly with investments and retirement provision we try to take a holistic view regarding financial advice planning through obtaining all key information regarding the individual client.
Also at Quantick Financial Services we try to where possible forge an ongoing relationship with all our clients and keep them updated at least on an annual basis where required.