R & G Financial Services

Independent Financial Adviser  26 Cornfoot Crescent, East Kilbride, South Lanarkshire, G74 3ZB
First meeting at adviser's own cost
We will provide an initial review meeting either in your own home or in our office at our own expense.
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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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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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Commercial mortgages
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 30th November 2020
Meet our advisers
Simon Farmer DipPFS CertsCII (MP & ER)
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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.

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

At R&G Financial Services we pride ourselves in providing friendly service, approachable staff, professional advice, honesty, integrity and independent advice at all times.

Where to find us
Head office address: 26 Cornfoot Crescent, Gamekeepers Wynd, St. Leonards, East Kilbride, South Lanarkshire, G74 3ZB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th November 2020

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