Quantum Wealth Planning Ltd

Independent Financial Adviser Quantum Wealth Planning, 50A St. Johns Road, Tunbridge Wells, Kent, TN4 9NY

First meeting at adviser's own cost

Response rating

7.0/10

24th June 2019

At QWP we appreciate everyone’s story is unique. A unique story deserves a unique service, one we’re proud to offer.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

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Meet our advisers

Michael Foreman

Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

CF6 - Certificate in Mortgage Advice (CII)

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

R08 - Pensions Update Programme

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

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R04 - Pensions and Retirement Planning (CII)

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

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R02 - Investment Principles (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

J10 - Discretionary Investment Management (CII)

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Where to find us

Quantum Wealth Planning, 50A St. Johns Road, Tunbridge Wells, Kent, TN4 9NY

Make an enquiry

About us

Quantum Wealth Planning was founded with a clear objective, to provide comprehensive independent financial advice as part of a unique client-focused financial planning service.

Based in Royal Tunbridge Wells, we provide bespoke planning to individuals and businesses alike, encompassing Investments, Mortgages, Protection, Pensions, and Business Strategy.

Whilst we’re able to offer one-time advice, we believe a long-term plan is far better than a short-term fix. As such, we strive to deliver a forward thinking long-term financial plan for all our clients. Establishing and maintaining an ongoing open dialogue is fundamental in achieving your goals, after all, financial markets are constantly changing as are your individual circumstances.

Our services

We strive on helping individuals reach their goals whether financial or objective and will explore all options to ensure we are confident that the recommended solution is the one that best suits the client.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

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Contact options

Make an enquiry Request
a call back Recommend to a friend

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