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

18th November 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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance

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Meet our advisers

Michael Foreman

Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

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

R05 - Financial Protection (CII)

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

AF3 - Pension Planning (CII)

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

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.

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.

R04 - Pensions and Retirement Planning (CII)

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

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.

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.

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.

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.

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

R08 - Pensions Update Programme

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

Charlie Thomas

Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance

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

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