Quantock Analytical Ltd

Independent Financial Adviser  64 Staplegrove Road, Taunton, Somerset, TA1 1DJ
First meeting at adviser's own cost
DB Pensions & Low Cost Investment specialists with fair value ethos. Unfortunately, every passing day presents a whole fresh seam of statistics for the marketing teams to play with. Hardly surprising therefore that dozens, even hundreds, of investment companies can ‘prove’ they are the best. We’d be delighted to help you cut out the noise.
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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Investing for income
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Savings for children
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School fees planning
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Estate planning
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Corporate pension
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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 3rd August 2020
Meet our advisers
Michael Baugh BA (Econ) ATT
Chartered Financial Planner

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.

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 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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

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.

Accreditations
Chartered Financial Planner
What our clients say
We found Mike to be very friendly and helpful, explaining everything in a clear way to ensure we understood it completely. We wouldn’t think twice about recommending him to our friends and family.
TA, Taunton
Mike from Quantock Analytical provided me with a highly professional and detailed analysis of my final salary pension, that enabled an evidence based decision process coupled with sound financial advice to transfer my pension to a new provider selected by me, that met my personal and financial needs in retirement. This has greatly enhanced my income and flexibility for early retirement whilst protecting my pension pot to pass onto my children. I would highly recommend Mike and Quantock. Many thanks for an excellent service. MH – North Somerset.
MH, North Somerset
We really appreciated the pragmatic and supportive way you dealt with this, particularly in view of the time constraints imposed by the expiry of the CETV…..At all times you were clear about the fees, timescales and what we could expect from you; you met all milestones with a high standard of professionalism. As you know we were so impressed, we recommended you to a friend, who I believe is in contact with you and who is following a similar path.
HKW, Somerset
I would like to thank and recommend Michael Baugh of Quantock Analytical for his efficiency and professionalism in managing and overseeing the transfer of my pension fund. His level of expertise and personable approach in the advice he gave was to be commended. His explanation of options available, in layman's terms, left me in no doubt as to which option was more suited to myself and family. I cannot speak highly enough of the service he gave.
MT, Taunton
Just wanted to thank you on your support and advise. It is always a difficult and concerning process when deciding how or where to invest, but your input has been clear and concise throughout, and has made; what was clearly going to be a difficult process…..less stressful. In fact without your input and guidance I am sure I would have lost a significant amount from my fund based on their early calculations / quotes. Once again many thanks for your support and guidance on what has been an arduous journey.
RP, Exeter
About us

Can't see the wood for the trees? We'll cut out the hype and keep solutions simple and low cost.

We will always agree fees for the whole project with you before any serious work begins.

Our services

Pension Transfers, Investment and Tax Planning around retirement age.

What makes us slightly unusual, in fact very unusual, is that we don’t pretend to make the whole business of investing seem much more complicated than it really is.

After all, there are only four main choices: cash, bonds, equities and property.

Where to find us
Head office address: 64 Staplegrove Road, Somerset, Taunton, TA1 1DJ
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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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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