Retirement Income Solutions
16th September 2019
Independent Pension Advice & Retirement Planning. Providing a personal service to our clients is fundamental.
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Expatriate finances
- EEA
- Rest of world
-
Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Meet our advisers
Graham Turner BA (Hons) FPFS
Independent Financial Adviser
Qualifications & Accreditations
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
J12 - Securities advice and dealing (CII)
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
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.
J02 - Trusts (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
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.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
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.
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.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
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.
FPFS - Fellow, Personal Finance Society (PFS)
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
AF1 - Personal Tax and Trust Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Accreditations
Where to find us
Romney House, Romney Place, Maidstone, Kent, ME15 6LG
Make an enquiryAbout us
We provide informative, personalised Financial Planning Advice. Established over 30 years ago, our team spend their days helping people. Their background, skills, experience and deep understanding of financial services make them expertly placed to advise, and help you make informed decisions about what you would like to achieve.
We advise on a full advice, unrestricted basis, offering guidance and recommendation on all aspects of your financial affairs. We are not tied or beholden to any one company or group of companies.
Our services
Our approach is advice-led and always places clients interests first, acting with integrity and in a transparent manner. We form strong partnerships with our clients and look to advise through the generations, ensuring financial stability for you and your family.
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