Financial Care Solutions Ltd
Abbey House
25 Clarendon Road
Redhill
Surrey
RH1 1QZ
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(223112) Best Practice IFA Group Limited
With offices in Dorking and South Croydon I can see clients in either location or home visits can be arranged where appropriate.
I am passionate about individuals receiving good quality financial planning advice and appreciate that it can be daunting going through the maze of options for retirement or planning for long term care needs particularly when so much emotion and decision making is involved. I like to take great care in addressing client's needs and providing peace of mind to help them achieve what is ultimately in their best interests.
As an independent regulated financial adviser my fees are based on the time it takes to provide the advice, the complexity of your situation and the expertise and responsibility involved. Please visit my website for more information on how I work and how I charge.
Financial Care Solutions Ltd is an Appointed Representative of Best Practice IFA Group Ltd which is a network that promotes a high level of market standards through the provision of back-up resource, technology, training and support. This includes regular compliance monitoring on the advice delivered as well as the policy and procedures that are in place to ensure the business is run in a compliant way.
Regular professional development is a fundamental part of my day to day role and something which I have always been committed to. Being a member of the Society of Later Life Advisers (SOLLA) Advisory Board helps with this as it keeps me involved in emerging topics on the political agenda as well as legal and regulatory changes and how we adapt to fit those changing needs for clients receiving advice in later life.
Being a professional partner of the Care Adviser Network gives me a source of professional support in the non-regulated areas of long term care that I deal with.
I believe that having attained the qualifications and the SOLLA Later Life Accreditation it benefits my clients as it allows me to deliver the best quality advice for their needs. The testimonials I have received from individuals and families I have worked with are evidence of that.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.