Tony Fenton & Sons Wealth Management LTD

Independent Financial Adviser Tony Fenton & Sons Wealth Management Ltd, 29 Market Place, Caistor, Lincolnshire, Market Rasen, LN7 6QE

First meeting at adviser's own cost

Response rating

10/10

15th July 2019

Based at 29 Market Place, Caistor we are specialists in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning & Protection.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

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Meet our advisers

Benjamin Fenton

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Karl Fenton

Financial Adviser

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

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

R05 - Financial Protection (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

R02 - Investment Principles (CII)

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

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.

Tony Fenton DipPFS

Independant Finanical Adviser

Qualifications & Accreditations Hide qualifications

R08 - Pensions Update Programme

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

CeFa - Certificate for Financial Advisers

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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.

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.

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.

R02 - Investment Principles (CII)

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

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.

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.

Accreditations

Where to find us

Tony Fenton & Sons Wealth Management Ltd, 29 Market Place, Caistor, Lincolnshire, Market Rasen, LN7 6QE

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About us

Tony Fenton & Sons Wealth Management Limited (formerly Tony Fenton IFA) is established in the Lincolnshire town of Caistor. Tony formed the company in 2009 after many years in financial services and will have reached 40 years in the industry in 2018. Tony's sons Karl & Ben are both fully qualified to give advice and have supported Tony for the last 4 years. Tony's wife Christina is also a qualified Financial Adviser, having more than 25 years industry experience. Christina focuses on research, technical analysis and compliance to support Tony, Karl & Ben. Oliver Bell has recently joined the company, he is currently working towards his diploma in Regulated Financial Advice and assisting with paraplanning and administration.

Our services

Tony Fenton has provided financial advice for 40 years in February 2018 . We specialise in providing bespoke tailored advice after undertaking a comprehensive, in depth analysis of your circumstances and your requirements for the future. We provide an ongoing advice service, where desired, to ensure that your arrangements remain on track to achieve your financial aims and to cater for changes in your circumstances as the years progress.

Compliance

Tony Fenton & Sons Wealth Management LTD are wholly Independent Financial Advisers. We are directly authorised and regulated by the Financial Conduct Authority.

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We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Website

Compliance

Tony Fenton & Sons Wealth Management LTD are wholly Independent Financial Advisers. We are directly authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

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