Six Q Financial Planning Limited

Independent Financial Adviser  White Lodge, Clevedon, BS21 7BU
First meeting at adviser's own cost
Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives.
We can advise you on
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Annuity purchase
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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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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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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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Critical illness
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Life 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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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Andrew Cole
Financial Planner CFP™ MCSI

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner
About us

Protecting and Managing Wealth is at the heart of what we do. We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity.

Our services

Having delivered a consistent, independent advice and review service for the past 22 years we recognise the significance of maintaining regular face to face contact and being available to deal with queries and provide timely help. Indeed, all Six Q clients are part of a review programme to keep plans on track and avoid drift. We recognise how fast life is and our review times provide an opportunity to stop, reflect and revisit our goals to ensure they remain relevant and purposeful.

We are proud to announce Six Q Financial Planning has recently achieved CISI Level 7 Certification.

Where to find us
Head office address: White Lodge, Clevedon, BS21 7BU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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