Town & Country Private Finance Ltd

Independent Financial Adviser  33 Lovel Road, Bucks, SL9 9NP
First meeting at adviser's own cost
Truly Independent Financial Advice, across all areas, with meetings in your home or workplace, at a convenient time for you.
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 & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR Ian Hackett BA (Econs), PGdip, DipPFS, CertPFS (DM)
Financial Adviser

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

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

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 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.

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 examination assesses a knowledge and understanding of financial protection plans.

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

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

About us

We have advisers across the country, from the South Coast to the North East. Town and Country PF pride themselves on being able to take a personal approach with each customer, putting in the time and effort needed to fully understand each client's individual needs, wants and aspirations before working with them to develop an achievable financial plan. We believe that getting to know you is as important as knowing your financial circumstances. We aim to help you get the most from your investments, whatever your requirements, and take away the worry of what might happen in the future.

Our services

We have considerable experience in all areas of financial planning, such as Pension Freedom, tax-efficient investments for income & growth, retirement income planning, inheritance tax mitigation, Long Term Care funding, corporate benefits and mortgages. We aim to establish a relationship with you that will last throughout all stages of your life, helping you to continue to move towards your financial goals. We can provide in depth reports and advice on complex investment portfolios as well as low risk ISAs and savings accounts. Above all we put our client's happiness and welfare first.

Where to find us
Head office address: 33 Lovel Road, Chalfont St Peter, Gerrards Cross, Bucks, SL9 9NP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021

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