Tony Fenton & Sons Wealth Management LTD

Independent Financial Adviser  Tony Fenton & Sons Wealth Management Ltd, Heighington, Lincolnshire, LN4 1RS
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Karl Fenton
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.

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.

Accreditations
Certified Financial Planner
Jonathan Danes
Paraplanner pending FCA adviser authorisation
Oliver Bell
Paraplanner and Administration
Benjamin Fenton
Trainee Independent Financial Adviser
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.

Where to find us
Head office address: Tony Fenton & Sons Wealth Management Ltd, Chapel Lane, Lincoln, Lincolnshire, LN4 1RS
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
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FCA authorised
Last authorised 14th September 2020

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