Tony Fenton & Sons Wealth Management LTD

Independent Financial Adviser  Tony Fenton & Sons Wealth Management Ltd, Caistor, Lincolnshire, LN7 6QE
First meeting at adviser's own cost
Based at Caistor and Heighington, we specialise in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning , Trusts & Protection
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 6th April 2020
Meet our advisers
Tony Fenton DipPFS
Independant Finanical Adviser

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

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.

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 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.

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.

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

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Certified Financial Planner
Karl Fenton DipPFS
Independent Financial Adviser

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

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

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.

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

Benjamin Fenton DipFA AwPETR CertLTCP Adv DipFA Chartered ALIBF
Trainee Independent Financial Adviser

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

Accreditations
Chartered Financial Planner
Oliver Bell DipFA
Paraplanner and Administration
Jonathan Danes DipPFS
Independent Financial Adviser

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

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

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.

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 qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

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

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

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

Accreditations
Certified Financial Planner
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 reached 40 years in the industry in 2018. Tony's sons Karl & Ben are both fully qualified to give advice and have supported Tony since 2013 and 2015 respectively, Ben recently completed his Chartered Financial Planning qualification. Oliver Bell joined the team in 2018 and having completed his Diploma in Financial Services he is tasked with assisting in the paraplanning and administration part of the process. Due to the continued growth of the firm, Jonathan Danes, an adviser with over 20 years of experience, joined in mid-2019.

Our services

Tony Fenton had provided financial advice for 40 years in February 2018 and as of 2020 our advisers have a combined 72 years of industry experience with zero regulated complaints. 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.

Where to find us
Head office address: Tony Fenton & Sons Wealth Management Ltd, 29 Market Place, Caistor, Lincolnshire, Market Rasen, LN7 6QE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 6th April 2020

Similar advisers near you

Independent Financial Adviser 8.12 mi
We've worked with Nottingham Building Society for many years, helping hundreds of customers make informed financial planning decisions
 
Restricted - whole of market 8.33 mi
We provide straightforward and transparent advice in a simple and convenient way, helping our clients to achieve their financial goals
 
Independent Financial Adviser 8.55 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 8.64 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.