Stolworthy Pilling & Associates LLP

Independent Financial Adviser  15 Connaught Way, Kent, TN4 9QJ
We can advise you on
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Offshore investments
check
Unit trusts
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Nick Bullen CERTPFS
Adviser

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

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

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

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

Brian McKinnell CERTPFS

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

Martin Horne DIPPFS
Partner

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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.

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

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.

Timothy Stolworthy CERT PFS
Partner
About us

Our aim is to provide an individual service to match your objectives, whether you are investing for income or capital growth, seeking to mitigate Inheritance Tax, looking to protect your family, planning for retirement or nursing home fees or any other financial matter. Our experience and commitment is to provide greater reassurance in an uncertain world.

Where to find us
Head office address: 15 Connaught Way, Tunbridge Wells, Kent, TN4 9QJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.33 mi
We aim to provide the right advice with the best backup and customer service experience there is.
 
Independent Financial Adviser 0.33 mi
At QWP we appreciate everyone’s story is unique. A unique story deserves a unique service, one we’re proud to offer.
 
Restricted - whole of market 0.4 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
 
Independent Financial Adviser 0.5 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, investments and mortgages.