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

7.0 /10

11th November 2019

Based at Caistor and Heighington, we specialise in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning , Trusts & 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

Tony Fenton DipPFS

Independant Finanical Adviser

Qualifications & Accreditations Hide qualifications

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.

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.

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.

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.

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.

R08 - Pensions Update Programme

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

Accreditations

Karl Fenton DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

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

R05 - Financial Protection (CII)

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

R06 - Financial Planning Practice (CII)

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

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.

R04 - Pensions and Retirement Planning (CII)

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

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

Accreditations

Oliver Bell DipFA

Paraplanner and Administration

Qualifications & Accreditations Hide qualifications

Accreditations

Jonathan Danes DipPFS

Paraplanner pending FCA adviser authorisation

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 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 our advisers have a combined 72 years of industry experience. 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.

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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

Minimum mortgage value

£0

Website

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Contact options

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