Tony Revans Financial Planning

Independent Financial Adviser 1a Clarke Hall Farm, Aberford Road, Wakefield, West Yorkshire, WF1 4AL

First meeting at adviser's own cost

Response rating

7.0 /10

19th August 2019

We can advise you on

Buy to let
Buying commercial property
Buying first home
Flexible mortgages
Next home / Remortgaging
Right to buy

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Meet our advisers

Tony Revans

Principal

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

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.

Kathryn Andrassy

Independent Financial Advisor

Qualifications & Accreditations Hide qualifications

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Accreditations

Where to find us

1a Clarke Hall Farm, Aberford Road, Wakefield, West Yorkshire, WF1 4AL

Make an enquiry

About us

Highly skilled and experienced Independent Financial Advisors and Whole Of Market Mortgage Brokers. First meeting free of charge, then confirmation provided of how payment will be made for our services including fees and/or commission. Please contact us to discuss your requirements. We also have excellent other local professional contacts, e.g. solicitors, letting agents, accounts etc who can assist with your other needs.

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

We can advise you on

Buy to let
Buying commercial property
Buying first home
Flexible mortgages
Next home / Remortgaging
Right to buy

Advice methods

Telephone
Face to face

Preferred clients

Minimum mortgage value

£0

Website

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

Contact options

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a call back Show number Recommend to a friend

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